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HOULIHAN FINANCIAL RESOURCE GROUP, LTD.

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

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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 $322,419,429 assets under management, offering retirement planning & investment advisory services to 570 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#116670
SEC#801-61192
Assets Managed by Firm$322,419,429
No. of Clients570
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total570$322,419,429
High net worth individuals191$322,419,429

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