Houlihan Financial Resource Group, Ltd.

Houlihan Financial Resource Group, Ltd. (CRD# 116670) is a financial advisory firm headquartered in Reston, VA. They manage $191,895,000 in 474 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $404,842
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.

DC, MD, TX, VA

Financial Advisors at Houlihan Financial Resource Group, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Patricia P. Houlihan
CRD#: 1300173
12021 Sunset Hills Rd, Suite 300, Reston, VA 20190
96
Wealthminder
score

Patricia Houlihan (CRD# 1300173) is an Investment Advisor Representative working at Houlihan Financial Resource Group, Ltd. in Reston, VA and has over 32 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.

2
Carlton L. Fitch
CRD#: 5604966
12021 Sunset Hills Rd, Suite 300, Reston, VA 20190
93
Wealthminder
score

Carlton Fitch (CRD# 5604966) is an Investment Advisor Representative working at Houlihan Financial Resource Group, Ltd. in Reston, VA and has over 7 years of experience in the finance industry.

3
Ryan P. Houlihan
CRD#: 3237453
11911 Freedom Dr Ste 580, Reston, VA 20190
93
Wealthminder
score

Ryan Houlihan (CRD# 3237453) is an Investment Advisor Representative working at Houlihan Financial Resource Group, Ltd. in Reston, VA and has over 15 years of experience in the finance industry.

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