BLONG FINANCIAL
Firm details
- Headquarters
- MEMPHIS, Tennessee
- CRD number
- 164746
- Registered since
- March 3, 2022
- Website
- blongfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.07%
- Individuals17.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Blong Financial is an independent registered investment adviser operating as a limited liability company. The firm provides fee-based advice priced as a percentage of assets under management and focuses on financial planning and portfolio management for individual clients and small businesses. Its client base is composed primarily of individuals and families, and the firm does not describe itself as an active ESG investor or a pension consultant. Ownership is a mix of a domestic entity and an individual. Blong Financial lists an accounting affiliation among its industry relationships, which may influence how it integrates tax and reporting considerations into client planning and portfolio work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds5%
- US Government Bonds2%
Contacts
2 of 2DENNIS LONG
PresidentCRD 2995012
ROBERT CURRY
Financial AdvisorCRD 5059670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$19.1M in ETFs
22%
$4.2M
4%
$14.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY) | Fundstrat Capital | $14.1M | 589,897 | 73.88% |
Location
MEMPHIS, TN
SHELBY
Location
MEMPHIS, TN
Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- SHELBY
- Address
- 5391 Normandy Ave
- Time zone
- CT (UTC-6)
- Office locations
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