RIA Intel›Advisers›Virginia›HOULIHAN FINANCIAL RESOURCE GROUP, LTD.

HOULIHAN FINANCIAL RESOURCE GROUP, LTD.

Advisory

N·ASHBURN, VA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$357M
1-Year AUM Growth
+12.3%
3-Year CAGR
+4.3%
Employees
3
Assets Under Management
Total AUM$357M
Discretionary AUM$357M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients185
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record31
First FilingMay 17, 2002
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 24+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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