Houlihan Financial Resource Group

Trust Score 96%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Houlihan Financial Resource Group, federally registered in 2002, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advisors. Houlihan Financial Resource Group manages $250.7 million and provides investment advisory services for 171 clients (1:57 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,466,113
Hybrid Advisor No
Disciplinary History No
Total AUM $250.7 million
Advisor / Client Ratio 1:57
Headquarters Ashburn, VA
SEC Filings Forms and Brochures    (CRD # 116670)
State(s) Registered CA, DC, MD, TX, VA

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