Houlihan Asset Management LLC

Overview

Houlihan Asset Management LLC is an independent registered investment adviser operating as a limited liability company that serves high-net-worth individuals and families and small business owners. The firm’s advisory activity centers on financial planning and discretionary portfolio management, with a fee model that combines a percentage of assets under management and hourly charges for planning or consultative work. Houlihan shows a clear preference for equity-oriented portfolios; its filings identify exchange-traded equities as the single largest asset class under management. The firm is not positioned as an institutional pension consultant, multi-state adviser, or capital allocator, and it does not identify as an active ESG investor. Investment approach appears focused on liquid, tradable securities and client-specific portfolio construction rather than proprietary fund management. Given the mix of discretionary and non-discretionary mandates, the firm likely blends model-driven allocations with tailored holdings and periodic financial planning engagements for each household.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices