Houlihan Financial Resource Group, Ltd.

Houlihan Financial Resource Group, Ltd. (CRD# 116670) is a financial advisory firm headquartered in Ashburn, VA. They manage $322,419,429 in 570 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
20405 Exchange Street, Suite 371, Ashburn, VA 20147
https://www.linkedin.com/company/houlihan-financial-resource-group-ltd/
By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $565,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, MD, NC, TX, VA

Financial Advisors at Houlihan Financial Resource Group, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Carlton Fitch, financial advisor Ashburn VA
Carlton L. Fitch
CRD#: 5604966
20405 Exchange Street, Suite 371, Ashburn, VA 20147

Carlton Fitch (CRD# 5604966) is an Investment Advisor Representative working at Houlihan Financial Resource Group, Ltd. in Ashburn, VA and has over 15 years of experience in the finance industry.

2
Patricia Houlihan, financial advisor Ashburn VA
Patricia P. Houlihan
CRD#: 1300173
20405 Exchange Street, Suite 371, Ashburn, VA 20147

Patricia Houlihan (CRD# 1300173) is an Investment Advisor Representative working at Houlihan Financial Resource Group, Ltd. in Ashburn, VA and has over 39 years of experience in the finance industry.

3
Ryan Houlihan, financial advisor Reston VA
Ryan P. Houlihan
CRD#: 3237453
11911 Freedom Dr Ste 580, Reston, VA 20190

Ryan Houlihan (CRD# 3237453) is an Investment Advisor Representative working at Houlihan Financial Resource Group, Ltd. in Reston, VA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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