Active
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
Investment Advice|ASHBURN, VA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$324.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 324.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 116670 |
| SEC Number | 801-61192 |
| Street Address | 20405 EXCHANGE STREET |
| Street Address 2 | SUITE 371 |
| Location | ASHBURN, VA 20147 |
| Country | United States |
| Phone | 703-796-0800 |
| Fax | 703-796-0990 |
| Total Employees | 4 |
Client Count by Type (185 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 103 |
| Individuals (other than H… | 82 |
Community Partners
COUNTY OF LOUDOUN
TOWN OF HAMILTON
TOWN OF HILLSBORO
TOWN OF LEESBURG
TOWN OF LOVETTSVILLE
TOWN OF MIDDLEBURG
TOWN OF PURCELLVILLE
TOWN OF ROUND HILL
COUNTY OF LOUDOUN
TOWN OF HAMILTON
TOWN OF HILLSBORO
TOWN OF LEESBURG
TOWN OF LOVETTSVILLE
TOWN OF MIDDLEBURG
TOWN OF PURCELLVILLE
TOWN OF ROUND HILL
COUNTY OF LOUDOUN
TOWN OF HAMILTON
TOWN OF HILLSBORO
TOWN OF LEESBURG
TOWN OF LOVETTSVILLE
TOWN OF MIDDLEBURG
TOWN OF PURCELLVILLE
TOWN OF ROUND HILL
Municipal Government
8 Active
8
Organizations
ASHBURN VOLUNTEER FIRE AND RESCUE DEPARTMENT
LOUDOUN FIRE RESCUE EMERGENCY
LOUDOUN SOIL AND WATER CONSERVATION DISTRICT
POTOMAC CROSSING COMMUNITY DEV AUTH
ASHBURN VOLUNTEER FIRE AND RESCUE DEPARTMENT
LOUDOUN FIRE RESCUE EMERGENCY
LOUDOUN SOIL AND WATER CONSERVATION DISTRICT
POTOMAC CROSSING COMMUNITY DEV AUTH
ASHBURN VOLUNTEER FIRE AND RESCUE DEPARTMENT
LOUDOUN FIRE RESCUE EMERGENCY
LOUDOUN SOIL AND WATER CONSERVATION DISTRICT
POTOMAC CROSSING COMMUNITY DEV AUTH
Special District
4 Active
4
Organizations
LOUDOUN CO SCHS
LOUDOUN COUNTY SCHOOL DISTRICT
LOUDOUN CO SCHS
LOUDOUN COUNTY SCHOOL DISTRICT
LOUDOUN CO SCHS
LOUDOUN COUNTY SCHOOL DISTRICT
School District
2 Active
2
Organizations
10-8 INSERVICE INC
1ST BN 1ST MARINES 65-71
21ST CENTURY CONSORT
316 DISASTER RELIEF INC
360 VETERANS
3HO Foundation of Washington DC
3PE AFRICAN FRIENDSHIP EXCHANGE INC
43RD BOMB GROUP ASSOCIATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4TIFIED
89 WAYS TO GIVE FOUNDATION
AARA ASSOCIATION
Abdali Foundation
ABIDING TRUTH MINISTRY INC
ABOUND IN HOPE NIGERIA INC
A BRIGHT SPOT
ACADEMIES OF LOUDOUN PTO
Academy of Oncologic Physical Therapy of the APTA Inc
ACCESSIBLE COMMUNITY
ADVANCED NUCLEAR WEAPONS ALLIANCE
10-8 INSERVICE INC
1ST BN 1ST MARINES 65-71
21ST CENTURY CONSORT
316 DISASTER RELIEF INC
360 VETERANS
3HO Foundation of Washington DC
3PE AFRICAN FRIENDSHIP EXCHANGE INC
43RD BOMB GROUP ASSOCIATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4TIFIED
89 WAYS TO GIVE FOUNDATION
AARA ASSOCIATION
Abdali Foundation
ABIDING TRUTH MINISTRY INC
ABOUND IN HOPE NIGERIA INC
A BRIGHT SPOT
ACADEMIES OF LOUDOUN PTO
Academy of Oncologic Physical Therapy of the APTA Inc
ACCESSIBLE COMMUNITY
ADVANCED NUCLEAR WEAPONS ALLIANCE
10-8 INSERVICE INC
1ST BN 1ST MARINES 65-71
21ST CENTURY CONSORT
316 DISASTER RELIEF INC
360 VETERANS
3HO Foundation of Washington DC
3PE AFRICAN FRIENDSHIP EXCHANGE INC
43RD BOMB GROUP ASSOCIATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4TIFIED
89 WAYS TO GIVE FOUNDATION
AARA ASSOCIATION
Abdali Foundation
ABIDING TRUTH MINISTRY INC
ABOUND IN HOPE NIGERIA INC
A BRIGHT SPOT
ACADEMIES OF LOUDOUN PTO
Academy of Oncologic Physical Therapy of the APTA Inc
ACCESSIBLE COMMUNITY
ADVANCED NUCLEAR WEAPONS ALLIANCE
Nonprofit Organization
1602 Active
1602
Organizations
Community Partners64 organizations
TOWN OF HILLSBORO
Municipal Government·HILLSBORO
TOWN OF MIDDLEBURG
Municipal Government·MIDDLEBURG
ASHBURN VOLUNTEER FIRE AND RESCUE DEPARTMENT
Special District·ASHBURN
LOUDOUN FIRE RESCUE EMERGENCY
Special District·LEESBURG
POTOMAC CROSSING COMMUNITY DEV AUTH
Special District·LEESBURG
10-8 INSERVICE INC
Nonprofit Organization·ASHBURN
1ST BN 1ST MARINES 65-71
Nonprofit Organization·Purcellville
21ST CENTURY CONSORT
Nonprofit Organization·ROUND HILL
316 DISASTER RELIEF INC
Nonprofit Organization·Leesburg
360 VETERANS
Nonprofit Organization·Leesburg
3HO Foundation of Washington DC
Nonprofit Organization·Leesburg
3PE AFRICAN FRIENDSHIP EXCHANGE INC
Nonprofit Organization·LEESBURG
43RD BOMB GROUP ASSOCIATION INC
Nonprofit Organization·Round Hill
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Leesburg
4TIFIED
Nonprofit Organization·LEESBURG
89 WAYS TO GIVE FOUNDATION
Nonprofit Organization·LEESBURG
AARA ASSOCIATION
Nonprofit Organization·Round Hill
Abdali Foundation
Nonprofit Organization·Ashburn
ABIDING TRUTH MINISTRY INC
Nonprofit Organization·Ashburn
ABOUND IN HOPE NIGERIA INC
Nonprofit Organization·Leesburg
A BRIGHT SPOT
Nonprofit Organization·Ashburn
ACADEMIES OF LOUDOUN PTO
Nonprofit Organization·Leesburg
Academy of Oncologic Physical Therapy of the APTA Inc
Nonprofit Organization·Purcellville
ACCESSIBLE COMMUNITY
Nonprofit Organization·Purcellville
ADVANCED NUCLEAR WEAPONS ALLIANCE
Nonprofit Organization·LEESBURG
A FARM LESS ORDINARY
Nonprofit Organization·PURCELLVILLE
AFE CHAPTER 168 NATIONAL CAPITAL AREA
Nonprofit Organization·Round Hill
AFFORDABLE HOUSING INVESTORS
Nonprofit Organization·LEESBURG
AFGHAN SUSTAINABLE ECONOMIC FOUNDATION
Nonprofit Organization·LEESBURG
A FIGHTING CHANCE FOUNDATION
Nonprofit Organization·Lovettsville
African American Community Alliance
Nonprofit Organization·Ashburn
AFRICAN DIASPORA INTERNATIONAL TRADE ASSOCIATION
Nonprofit Organization·LEESBURG
AFRICAN YOUTH EDUCATION IMPACT
Nonprofit Organization·Ashburn
AFROZ AND SHAHIL CHARITABLE FOUNDATION
Nonprofit Organization·ASHBURN
AGRICAIR
Nonprofit Organization·Ashburn
AGRICULTURAL SAFETY AND HEALTH COUNCIL OF AMERICA
Nonprofit Organization·Leesburg
A Hand Up - NOVA Inc
Nonprofit Organization·Ashburn
Ahya Foundation
Nonprofit Organization·Leesburg
Air Medical Physician Association
Nonprofit Organization·Purcellville
ALABAMA PHYSICAL THERAPY ASSOCIATION
Nonprofit Organization·PURCELLVILLE
Alaska Physical Therapy Association Inc
Nonprofit Organization·Purcellville
ALETHIA LABS INC
Nonprofit Organization·LEESBURG
ALETHIALABS, INC.
Nonprofit Organization·LEESBURG
ALKARAM ORGANIZATION
Nonprofit Organization·LEESBURG
ALLDER MONTESSORI SCHOOL
Nonprofit Organization·PURCELLVILLE
ALLIED FORCES FOUNDATION INC
Nonprofit Organization·LEESBURG
ALLISON BASKE WIESE FAMILY
Nonprofit Organization·LEESBURG
ALL NEIGHBORS
Nonprofit Organization·Leesburg
ALL THINGS POSSIBLE
Nonprofit Organization·ASHBURN
Alma Gibbs Donchian Charitable Foundation Inc
Nonprofit Organization·Ashburn
Amal Care Inc
Nonprofit Organization·Ashburn
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Ashburn
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Ashburn
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Leesburg
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Leesburg