Patricia Houlihan
Patricia Houlihan is a CFP-designated registered investment advisor at Houlihan Financial Resource Group, LTD., based in Ashburn, VA, with 24 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 171 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fees generally range from 0.50% to 1.00% of assets, paid quarterly in advance.
Fee Estimator
Location
20405 Exchange Street, Suite 371, Ashburn, VA, 20147
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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.
Exams
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