HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
Firm details
- Headquarters
- ASHBURN, Virginia
- CRD number
- 116670
- Registered since
- May 22, 2002
- Website
- houlihanfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI90.94%
- Individuals9.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Houlihan Financial Resource Group, Ltd. is an independent, SEC-registered RIA serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, billing on a percentage-of-AUM basis and via hourly fees. Founded before 2002 (SEC-registered in 2002) and owned by an individual, the adviser does not describe itself as a multistate or pension consultant, and it does not identify as an active ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents8%
Contacts
3 of 3RYAN HOULIHAN
PrincipalCRD 3237453
PATRICIA HOULIHAN
OwnerCRD 1300173
CARLTON FITCH
Portfolio ManagerCRD 5604966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$202M in ETFs
86%
$174M
13%
$28.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $26.3M | 40,500 | 13.02% |
Location
ASHBURN, VA
LOUDOUN
Location
ASHBURN, VA
Headquartered in ASHBURN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- LOUDOUN
- Address
- 20405 Exchange St
- Time zone
- ET (UTC-5)
- Office locations
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