Houlihan Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
156028
Registered since
July 6, 2011

Firm profile

FINTRX

Overview

Houlihan Capital, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The ownership is listed as a domestic entity/individual. The firm is not identified as a capital allocator and is not characterized as an active ESG investor. Other status flags in the record indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The firm did not provide detail in the source about its client segments, fee schedule, specific advisory or business activities, or affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • Andrew Smith

    Andrew Smith

    PresidentCRD 2433015

  • Monica Blocker

    Monica Blocker

    Director of Business DevelopmentCRD 5689480

  • Frank Martinez

    Frank Martinez

    Vice PresidentCRD 6676321

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
123 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth