Blong Financial

Overview

Blong Financial is a Delaware-format limited liability company operating as an independent registered investment adviser. The firm registered with the SEC in 2022 and is owned by a mix of a domestic entity and an individual. Its client focus is on individuals and families, with advisory services concentrated on financial planning and discretionary portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. The firm does not identify as an ESG investor, does not represent itself as a multi-state adviser, and is not structured as a capital allocator or pension consultant. Blong Financial lists an affiliation with accounting professionals as part of its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives