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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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