Houlihan Financial Resource Group, LTD.

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Assets Under Management

$324.5M

Number of Clients

185

Number of Advisors

Average Client AUM

$1.8M

AUM per Advisor

$108.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Houlihan Financial Resource Group, Ltd. offers personalized financial planning and investment management services. Financial planning is integrated into asset management. Asset management is provided on a discretionary basis with a minimum of $1,000,000, subject to waiver. For smaller accounts, portfolio management is offered through Institutional Intelligent Portfolios™ with a $5,000 minimum.

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Location

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

3 Advisors at this firm

Carlton Lee Fitch

CFP