Advisor at Houlihan Asset Management LLC
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Firm
Houlihan Asset Management LLC
Location
Fort Wayne, IN 46825
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Dennis Houlihan is the sole advisor at Houlihan Asset Management LLC in Fort Wayne, IN, holding CFP®, Series 63, and Series 65 designations with 20 years of industry experience. He has been with Houlihan Asset Management since 1998. Houlihan Asset Management serves individuals, high-net-worth clients, and small businesses by providing investment supervisory and portfolio management services alongside financial planning consultations. The firm combines fundamental and technical analysis to tailor recommendations to clients’ goals and risk profiles, often operating with discretionary trading authority.
Based on Houlihan Asset Management LLC
$0 - $250,000: 1% $250,001 - $1,000,000: 1% $1,000,001 - $3,000,000: 0.70% $3,000,001+: Negotiable
Account minimum: $250,000
421 East Cook Road
Fort Wayne, IN 46825
Indiana
Houlihan Asset Management
1998 - Present (28 years)
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CFP®, Series 63
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