Houlihan Capital, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
156028
Registered since
July 6, 2011

Firm profile

FINTRX

Overview

Houlihan Capital, LLC is organized as a limited liability company and is SEC-registered (registration year: 2011). The firm is classified in the dataset as an investment bank and is identified as having both a domestic-entity and an individual ownership component. The dataset indicates Houlihan Capital does not act as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser in the available records. Specifics about the firm’s advisory services, fee schedule, client segments, and day-to-day business activities were not included in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • Andrew Smith

    Andrew Smith

    PresidentCRD 2433015

  • Monica Blocker

    Monica Blocker

    Director of Business DevelopmentCRD 5689480

  • Frank Martinez

    Frank Martinez

    Vice PresidentCRD 6676321

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
123 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth