Houlihan Financial Resource Group, Ltd.
● SEC registered since 2002CRD 116670SEC# 801-61192Ashburn, VA
Reg. AUM
$357.2M
Employees
4
Accounts
564
Location
Ashburn, VA
Houlihan Financial Resource Group, Ltd. assets under management
Houlihan Financial Resource Group, Ltd. operates as an SEC-registered investment adviser based in Ashburn, VA. The firm has been registered since 2002. It reports $357.2 million in regulatory assets under management and employs 4 people.
Houlihan Financial Resource Group, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patricia Powell Houlihan Control | President | 50-75% | 2000 |
| Ryan P Houlihan Control | Chief Compliance Officer/Principal | 25-50% | 2010 |
Frequently asked questions
How much does Houlihan Financial Resource Group, Ltd. manage?
Houlihan Financial Resource Group, Ltd. reports $357.2 million in regulatory assets under management on its Form ADV.
How many employees does Houlihan Financial Resource Group, Ltd. have?
Houlihan Financial Resource Group, Ltd. reports 4 employees.
Where is Houlihan Financial Resource Group, Ltd. located?
Houlihan Financial Resource Group, Ltd. is based in Ashburn, VA and has been SEC-registered since 2002.
Does Houlihan Financial Resource Group, Ltd. disclose fund performance?
Houlihan Financial Resource Group, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20405 Exchange Street, Suite 371, Ashburn, VA 20147 |
| Phone | 703-796-0800 |
| Fax | 703-796-0990 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$357.2M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$357.2Mregulatory AUM
Discretionary $357.2M