HOULIHAN FINANCIAL RESOURCE GROUP, LTD.

20405 Exchange Street
Suite 371
Ashburn, Virginia 20147
Tel: 703-796-0800

About HOULIHAN FINANCIAL RESOURCE GROUP, LTD.

HOULIHAN FINANCIAL RESOURCE GROUP, LTD, formally registered with the SEC as HOULIHAN FINANCIAL RESOURCE GROUP, LTD. The firm was established in 05/22/2002. They have over 1 offices throughout the country.

HOULIHAN FINANCIAL RESOURCE GROUP, LTD. is a Ashburn, Virginia based Financial Planning firm with nearly $287,188,375 assets under management, offering retirement planning & investment advisory services to 546 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116670
SEC#	801-61192
Assets Managed by Firm	$287,188,375
No. of Clients	546
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	546	$287,188,375
Individuals (other than high net worth individuals)	90	$37,220,284
High net worth individuals	95	$249,968,091

Inquire with HOULIHAN FINANCIAL RESOURCE GROUP, LTD.

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