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Patricia Powell Houlihan

HOULIHAN FINANCIAL RESOURCE GROUP, LTD.·ASHBURN, Virginia
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20405 EXCHANGE STREET, ASHBURN, VA 20147CRD# 1300173Firm CRD# 116670
01

About

Patricia Powell Houlihan is a registered financial advisor based in ASHBURN, Virginia, affiliated with HOULIHAN FINANCIAL RESOURCE GROUP, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
AUM
$322M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HOULIHAN FINANCIAL RESOURCE GROUP, LTD. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1300173
Firm CRD# 116670
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patricia Powell Houlihan offer?
Patricia Powell Houlihan specializes in Financial Planning, Investment Management. Contact their office in ASHBURN, Virginia for a consultation.
What are Patricia Powell Houlihan's credentials?
Patricia Powell Houlihan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Powell Houlihan located?
Patricia Powell Houlihan is based in ASHBURN, Virginia, working with HOULIHAN FINANCIAL RESOURCE GROUP, LTD.. Their office serves clients in the ASHBURN metropolitan area and surrounding communities.
How does Patricia Powell Houlihan charge for services?
Patricia Powell Houlihan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOULIHAN FINANCIAL RESOURCE GROUP, LTD.?
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. has approximately 4 employees and manages $322M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ted Stephen Halpern — HALPERN FINANCIAL, INC.Melissa Guevara Sotudeh — HALPERN FINANCIAL, INC.John Jacquemin — MOORING FUND MANAGER, LLCDipesh Bhise — MOORING FUND MANAGER, LLCRyan P Houlihan — HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
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RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
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