HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD #116670 SEC #801-61192 ASHBURN, VA 703-796-0800
SEC Registered
Total AUM
$324.5M
Discretionary
$324.5M
Employees
4
Clients
101
Accounts
562
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $324.5M | $324.5M | $0 | 4 | 8 |
| Apr 2024 | $322.4M | $322.4M | $0 | 4 | 8 |
| Mar 2024 | $322.4M | $322.4M | $0 | 4 | 8 |
| Mar 2023 | $287.2M | $287.2M | $0 | 4 | 8 |
| Mar 2022 | $313.3M | $313.3M | $0 | 4 | 0 |
| Mar 2022 | $313.3M | $313.3M | $0 | 4 | 0 |
| Mar 2021 | $283.3M | $283.3M | $0 | 4 | 5 |
| Jun 2020 | $269.6M | $269.6M | $0 | 4 | 0 |
| Mar 2020 | $269.6M | $269.6M | $0 | 4 | 0 |
| Mar 2019 | $250.7M | $250.7M | $0 | 4 | 0 |
| Mar 2018 | $245.6M | $245.6M | $0 | 3 | 0 |
| Mar 2017 | $226M | $223.3M | $2.7M | 3 | 200 |
| Apr 2016 | $191.9M | $189.6M | $2.3M | 4 | 200 |
| Mar 2016 | $191.9M | $189.6M | $2.3M | 5 | 200 |
| Mar 2015 | $205.8M | $203.3M | $2.6M | 5 | 200 |
| Mar 2014 | $181M | $181M | $0 | 5 | 100 |
| Jun 2013 | $154.5M | $154.5M | $0 | 5 | 100 |
| Mar 2013 | $154.5M | $154.5M | $0 | 5 | 100 |
| Feb 2012 | $139.5M | $137.9M | $1.6M | 1 | 200 |
| Jul 2011 | $139.5M | $138.4M | $1M | 5 | -- |
| Mar 2011 | $139.5M | $138.4M | $1M | 5 | -- |
| Mar 2010 | $123M | $120M | $3M | 5 | -- |
| Mar 2009 | $94.3M | $93.3M | $998K | 5 | -- |
| Mar 2007 | $116.5M | $116M | $530K | 5 | -- |
| Sep 2005 | $65.7M | $65.7M | $0 | 5 | -- |
| Apr 2004 | $54.6M | $50.2M | $4.4M | 5 | -- |
DateMar 2025
Total AUM$324.5M
Discretionary$324.5M
Non-Disc.$0
Employees4
Clients8
DateApr 2024
Total AUM$322.4M
Discretionary$322.4M
Non-Disc.$0
Employees4
Clients8
DateMar 2024
Total AUM$322.4M
Discretionary$322.4M
Non-Disc.$0
Employees4
Clients8
DateMar 2023
Total AUM$287.2M
Discretionary$287.2M
Non-Disc.$0
Employees4
Clients8
DateMar 2022
Total AUM$313.3M
Discretionary$313.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$313.3M
Discretionary$313.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$283.3M
Discretionary$283.3M
Non-Disc.$0
Employees4
Clients5
DateJun 2020
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$250.7M
Discretionary$250.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$245.6M
Discretionary$245.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$226M
Discretionary$223.3M
Non-Disc.$2.7M
Employees3
Clients200
DateApr 2016
Total AUM$191.9M
Discretionary$189.6M
Non-Disc.$2.3M
Employees4
Clients200
DateMar 2016
Total AUM$191.9M
Discretionary$189.6M
Non-Disc.$2.3M
Employees5
Clients200
DateMar 2015
Total AUM$205.8M
Discretionary$203.3M
Non-Disc.$2.6M
Employees5
Clients200
DateMar 2014
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees5
Clients100
DateJun 2013
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees5
Clients100
DateMar 2013
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees5
Clients100
DateFeb 2012
Total AUM$139.5M
Discretionary$137.9M
Non-Disc.$1.6M
Employees1
Clients200
DateJul 2011
Total AUM$139.5M
Discretionary$138.4M
Non-Disc.$1M
Employees5
Clients--
DateMar 2011
Total AUM$139.5M
Discretionary$138.4M
Non-Disc.$1M
Employees5
Clients--
DateMar 2010
Total AUM$123M
Discretionary$120M
Non-Disc.$3M
Employees5
Clients--
DateMar 2009
Total AUM$94.3M
Discretionary$93.3M
Non-Disc.$998K
Employees5
Clients--
DateMar 2007
Total AUM$116.5M
Discretionary$116M
Non-Disc.$530K
Employees5
Clients--
DateSep 2005
Total AUM$65.7M
Discretionary$65.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$54.6M
Discretionary$50.2M
Non-Disc.$4.4M
Employees5
Clients--