Houlihan Financial Resource Group, Ltd.

Houlihan Financial Resource Group, Ltd. (CRD# 116670) is a financial advisory firm headquartered in Ashburn, VA. They manage $313,303,141 in 548 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $571,721
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Houlihan Financial Resource Group, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
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 13 years of experience in the finance industry.

2
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 37 years of experience in the finance industry. Patricia 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.

3
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 20 years of experience in the finance industry.

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