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 registered investment adviser organized as a corporation and owned by an individual. The firm has been SEC-registered since 2002 and focuses on serving individual and family clients, along with some small-business relationships. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management alongside hourly billing. The firm does not identify as an ESG investor, is not structured as a capital allocator, and does not advertise pension consulting or related-adviser services.
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 3
Ryan Houlihan
PrincipalCRD 3237453
Patricia Houlihan
OwnerCRD 1300173
Carlton Fitch
AdvisorCRD 5604966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$222M in ETFs
86%
$191M
13%
$30.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $30M | 40,133 | 13.53% |
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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