About Houlihan Asset Management LLC
Houlihan Asset Management LLC is a leading financial management company that has been providing expert financial services to clients for over 20 years. With a team of experienced advisors, Houlihan Asset Management LLC is committed to helping clients grow their wealth and achieve their financial goals.
As a trusted financial expert, Houlihan Asset Management LLC offers a wide range of financial services to cater to the unique needs of its clients. The company prides itself on its professional and unbiased approach to financial management.
How does the advisor help clients – Key Takeaways:
- Provide expert financial advice and management
- Help clients grow their wealth and achieve their financial goals
- Offer a wide range of financial services to cater to clients’ needs
- Professional and unbiased approach to financial management
Facts and Insights
As a top financial management company, Houlihan Asset Management LLC has a proven track record of helping clients achieve financial success. Here are some key facts and insights about the company:
- Assets Under Management: $1.5 billion (as of 2020)
- Number of Advisors: 15
- Time in Business: Over 20 years
These numbers reflect the company’s strong performance and expertise in the financial industry. With a team of 15 experienced advisors, Houlihan Asset Management LLC is well-equipped to assist clients in managing their assets and achieving financial growth.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2020 | $1.5 billion | 15 | Over 20 years |
Financial Services Offered
Houlihan Asset Management LLC offers a comprehensive range of financial services to help clients manage their assets and achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Portfolio Analysis
- Risk Management
- And more
Client Types
Houlihan Asset Management LLC caters to a diverse range of clients, including individuals, families, and businesses. The company understands that every client has unique financial needs and goals, and strives to provide personalized services to each client.
Fees & Compensation
Houlihan Asset Management LLC is a fee-based advisor, which means the company charges a percentage of assets under management as its fee. This fee structure aligns the company’s interests with those of its clients, as the company only benefits when its clients’ assets grow.
Background
Houlihan Asset Management LLC was founded in 2000 by John Houlihan, a highly experienced financial advisor with over 30 years of experience. The company has since grown to become a leading financial management firm, known for its professionalism, expertise, and commitment to client satisfaction.
Financial Advisor Disclosures to Know
As a financial management company, Houlihan Asset Management LLC adheres to all industry regulations and disclosures. Here are some important disclosure statements that clients should be aware of:
- Houlihan Asset Management LLC is a registered investment advisor
- Advisory services offered through [name of broker/dealer], a registered investment advisor
- Investments involve risk and are not guaranteed