Houlihan Financial Resource is an investment advisor in Ashburn with $313.30 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
541955328
SEC advisor number
801-61192
FINRA CRD number
116670
AUM ?
$322.42 mm
(as of 15 Apr 24)
Accounts
570
(as of 15 Apr 24)
Employees
4
(3 investment advisory or research)
Address
Houlihan Financial Resource
20405 EXCHANGE STREET, SUITE 371
ASHBURN
VA 20147
20405 EXCHANGE STREET, SUITE 371
ASHBURN
VA 20147
Phone
703-796-0800
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Dec 22
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
1 May 20
13F-HR
Quarterly holdings report by institutional manager
11 Feb 20