LIEBLONG & ASSOCIATES, INC.
Firm details
- Headquarters
- LITTLE ROCK, Arkansas
- CRD number
- 42578
- Registered since
- January 2, 2014
- Website
- lieblongeyeclinic.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles53.11%
- HNWI31.06%
- Individuals8.72%
- Pension & Profit Sharing Plans4.58%
- Corporations / Businesses2.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Lieblong & Associates, Inc. operates as a corporation and is primarily classified as a hedge fund. Established in 2014, the firm focuses on providing portfolio management services for a diverse client base that includes individuals, families, and institutional investors. The firm's business activities extend to being a broker-dealer and insurance broker, allowing them to offer a range of financial services. They employ a fee structure that includes a percentage of assets under management (AUM) and performance-based fees, which align their interests with those of their clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities10%
- Cash & Cash Equivalents9%
Contacts
3 of 4JASON LIEBLONG
Vice PresidentCRD 2366644
ALEX LIEBLONG
Registered RepresentativeCRD 839906
MARY WILLIAMS
Vice PresidentCRD 4529272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LITTLE ROCK, AR
PULASKI
Location
LITTLE ROCK, AR
Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- PULASKI
- Address
- 10809 Executive Center Dr
- Time zone
- CT (UTC-6)
- Office locations
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