A complete list of active advisors currently associated with Houlihan Asset Management LLC

Warmer can help you find a great advisor at Houlihan Asset Management LLC or one who fits your needs even better.

Houlihan Asset Management serves individuals, high-net-worth individuals and small businesses, including corporate cash and profit‑sharing plans. The firm provides investment supervisory and portfolio management services and offers financial planning consultations covering cash flow, tax planning, college funding, retirement and estate planning. The firm combines fundamental and technical analysis and generally seeks to align recommendations with each client’s stated goals and risk profile, often operating with discretionary trading authority when agreed. It bills advisory fees as a percentage of assets on a quarterly basis, prepares its own quarterly portfolio statements, and uses TradePMR for custody of client assets. Noteworthy aspects include the firm’s very small, single‑advisor scale (29 clients and roughly $52 million in assets) and an affiliated firm that performs tax preparation, consulting, audits and company valuation, which can create integrated tax and advisory services. The firm also does not accept proxy‑voting authority for client securities and disclosed a prior compliance lapse—late Form ADV updates in 2018 that resulted in a civil penalty—information clients may weigh when assessing regulatory and compliance practices.

To learn more about the advisors currently working at Houlihan Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.