Houlihan Financial Resource Group, Ltd.
Houlihan Financial Resource Group, Ltd. is an SEC-registered wealth manager in Ashburn, VA with $357.2M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Houlihan Financial Resource Group, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116670, SEC 801-61192, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $357.2M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Ashburn, VA
- Employees
- 4
- Clients
- 171
- CRD
- 116670
- Ownership
- HOULIHAN, PATRICIA, POWELL; HOULIHAN, RYAN, P
How much AUM does Houlihan Financial Resource Group, Ltd. have?
Houlihan Financial Resource Group, Ltd. reported $357.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Houlihan Financial Resource Group, Ltd.?
Disclosed owners and executives of Houlihan Financial Resource Group, Ltd. include HOULIHAN, PATRICIA, POWELL, HOULIHAN, RYAN, P. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.