CRD: 121586
Houlihan Asset Management LLC
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Houlihan Asset Management LLC
Houlihan Asset Management, LLC is a fee-only advisory firm providing personalized financial planning and prudent investment management for clients ranging from novice to sophisticated investors. Portfolios follow a long-term, systematic, value-oriented approach with customized asset allocation across stocks, bonds, ETFs and no-load mutual funds, emphasizing low turnover and tax-efficient implementation. Supports goals like retirement, education funding and legacy planning; NAPFA/fee-only network affiliated.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
James joseph houlihan
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
Patrick Timothy Houlihan
Associate, PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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DENNIS NEIL HOULIHAN
Certified Financial Planner
- CRD
- #2352631
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $12,000,000 | -- |
| Total | $52,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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