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HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670 · SEC 801-61192
20405 EXCHANGE STREET, SUITE 371, ASHBURN, VA, 20147, United States
Phone
703-796-0800
Fax
703-796-0990
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$357.2M
Discretionary AUM
$357.2M
Team
4 total employees; 3 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $32.4M |
| High net worth individuals | 93 | $324.8M |
States served
CA, CO, DC, MD, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD