Patricia Powell Houlihan

CFP

Houlihan Financial Resource Group, LTD.

23 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Houlihan Financial Resource Group, LTD.

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

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.

Employment History

Current Registrations

Houlihan Financial Resource Group, LTD.

May 2002 - Present · 23 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.