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| Keyboard |
| Houlihan Financial Resource Group Ltd
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|
|---|---|
| CRD # | 116670 |
| SEC # | 801-61192 |
| CIK # | 0001802879 |
| AUM | 357.2 M (2026-03-24) |
| 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) | |
|---|---|---|---|
| Alphabet Inc | 11.0 | ||
| Microsoft Corp | 6.2 | ||
| Amazon Com Inc | 5.9 | ||
| Mastercard Inc | 3.7 | ||
| Apple Inc | 3.5 | ||
| Visa Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 32.4 |
| (b) Individuals (high net worth individuals) | 93 | 324.8 |
| (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 | 564 | 357.2 |
| By Discretionary | ||
| Discretionary | 564 | 357.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 564 | 357.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.2 | |
| Total | 564 | 357.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802879] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 9 |
| Serves | Retail |
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|---|---|---|
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