Ryan Houlihan is a registered investment advisor at Houlihan Financial Resource Group, LTD., based in Reston, VA, with 23 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 185 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Houlihan Financial Resource Group's investment management fee generally ranges from 0.50% to 1.00% per year, paid quarterly in advance. Financial planning is included when you use Houlihan for investment management. For clients with limited assets, Houlihan provides portfolio management services through Institutional Intelligent Portfolios™ with a minimum investment of $5,000.
Location
11911 Freedom Dr Ste 580, Reston, VA, 20190
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Houlihan Financial Resource Group, LTD.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.