Houlihan Asset Management LLC
Houlihan Asset Management LLC (CRD# 121586) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $35,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$700,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dennis Houlihan (CRD# 2352631) is an Investment Advisor Representative working at Houlihan Asset Management LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry. Dennis Houlihan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.