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LIEBLONG & ASSOCIATES, INC.
10809 Executive Center Drive
Suite 117
Little Rock, Arkansas 72211
Tel: 501-219-2003
About LIEBLONG & ASSOCIATES, INC.
LIEBLONG & ASSOCIATES, INC, formally registered with the SEC as LIEBLONG & ASSOCIATES, INC. The firm was established in 01/02/2014. They have over 1 offices throughout the country.
LIEBLONG & ASSOCIATES, INC. is a Little Rock, Arkansas based Financial Planning firm with nearly $174,237,704 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 42578 |
| SEC# | 801-78968 |
| Assets Managed by Firm | $174,237,704 |
| No. of Clients | 123 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 123 | $174,237,704 |
| Individuals (other than high net worth individuals) | 49 | $13,866,979 |
| High net worth individuals | 67 | $62,637,955 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,562,772 |
| Corporations or other businesses | Fewer than 5 clients | $4,678,219 |
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|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
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