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HOULIHAN ASSET MANAGEMENT LLC
CRD 121586
421 E. COOK ROAD, SUITE 300, FORT WAYNE, IN, 46825, United States
Phone
(260) 422-2929
Fax
260-423-3397
Registration
— (—)
Source
State registered
Total AUM
$52.0M
Discretionary AUM
$40.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $52.0M |
All web addresses on file
Official SEC filing: View on IAPD