Lieblong & Associates, Inc.

Broker-DealerFINRA MemberEst. 2014

Total AUM

$198M

Discretionary

$198M

100% of AUM

Accounts

132

Employees

Advisory reps

Brokerage reps

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

FINTRX

Overview

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.