Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
185 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$324.5M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Location

20405 Exchange Street, Suite 371, Ashburn, VA, 20147

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Houlihan Financial Resource Group, LTD.
January 2009 - Present · 17 yrs 1 mo
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.