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Houlihan Financial Resource Group, Ltd.

Headquartered in ASHBURN, VA

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Firm Information

Houlihan Financial Resource Group, Ltd. is an investment advisor headquartered in ASHBURN, VA. The firm manages $322,419,429 in discretionary assets for 570 high-net-worth individuals. They provide financial planning and portfolio management services for individuals.

Houlihan Financial Resource Group, Ltd.

20405 EXCHANGE STREET

ASHBURN, VA 20147

$322.42M

Assets Under Management

8

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

HOULIHAN FINANCIAL RESOURCE GROUP, LTD. has a total of 2 branch locations across the country.
location

RESTON, VA

location

ASHBURN, VA

Advisors at Houlihan Financial Resource Group, Ltd.

View All 2 Advisors
Unclaimed
Ryan P Houlihan

RA

RESTON, VA

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Unclaimed
Carlton Lee Fitch

RA

ASHBURN, VA

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Patricia Powell Houlihan

CFP®, RA

ASHBURN, VA

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Disclosures

There are no public disclosures for Houlihan Financial Resource Group, Ltd..

Frequently Asked Questions (6)

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