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Ryan P Houlihan

Houlihan Financial Resource Group, Ltd.

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About Ryan P Houlihan

Ryan P. Houlihan is a registered Investment Advisor Representative with Houlihan Financial Resource Group, Ltd. He is based out of the RESTON, VA office. Ryan P. Houlihan has been in the industry since July 2000 and has his Series 65 - Uniform Investment Adviser Law Examination. Houlihan Financial Resource Group, Ltd. is a Registered Investment Advisor based in ASHBURN, VA, with a total of 570 accounts under management. They have been in business since 2000 and specialize in portfolio management for individuals, financial planning, and hourly charges and percentage of assets as their primary fee structure.

Firm Information

Ryan Houlihan is currently registered with Houlihan Financial Resource Group, Ltd.. 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.

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Ryan Houlihan’s Registration & Firm History

VA

04/16/2002 - Present

Houlihan Financial Resource Group, Ltd. (RESTON VA)

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Licenses & Designations

IA

Issued 11/30/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan P Houlihan.
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