20405 Exchange Street
Suite 371
Ashburn, Virginia 20147
Tel: 703-796-0800
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 $322,419,429 assets under management, offering retirement planning & investment advisory services to 570 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116670 |
SEC# | 801-61192 |
Assets Managed by Firm | $322,419,429 |
No. of Clients | 570 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 570 | $322,419,429 |
High net worth individuals | 191 | $322,419,429 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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