|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Houlihan Financial Resource Group Ltd
✚
|
|
|---|---|
| CRD # | 116670 |
| SEC # | 801-61192 |
| CIK # | 0001802879 |
| AUM | $324.5 M (2025-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 703-796-0800 |
| Address | 20405 Exchange Street Ashburn, VA 20147 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 33.4 |
| (b) Individuals (high net worth individuals) | 103 | 291.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 562 | 324.5 |
| By Discretionary | ||
| Discretionary | 562 | 324.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 562 | 324.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 324.5 | |
| Total | 562 | 324.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802879] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dustin Blodgett Insight Capital LLC
✚
|
CA | 0.3 |
|
Strategic Planning Inc
✚
|
OH | 0.3 |
|
Financial Service Group Inc
✚
|
WI | 0.3 |
|
Perennial Advisors Group LLC
✚
|
MA | 0.3 |
|
Leeward Financial Partners LLC
✚
|
0.3 | |
|
Prudent Man Investment Management Inc
✚
|
CO | 0.3 |
|
Kennicott Capital Management LLC
✚
|
0.3 | |
|
All Terrain Financial Advisors LLC
✚
|
MN | 0.3 |
|
S & P Financial Inc
✚
|
OR | 0.3 |
|
AFT Forsyth & Sober LLC
✚
|
FL | 0.3 |