BLONG FINANCIAL

5391 Normandy Rd
Memphis, Tennessee 38120
Tel: 901-681-9037

About BLONG FINANCIAL

BLONG FINANCIAL, formally registered with the SEC as BLONG FINANCIAL. The firm was established in 03/03/2022. They have over 1 offices throughout the country.

BLONG FINANCIAL is a Memphis, Tennessee based Financial Planning firm with nearly $177,500,089 assets under management, offering retirement planning & investment advisory services to 449 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164746
SEC#	801-123363
Assets Managed by Firm	$177,500,089
No. of Clients	449
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	449	$177,500,089
Individuals (other than high net worth individuals)	266	$54,310,723
High net worth individuals	53	$123,189,366

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