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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Summit vertex
- Established Date
- 08-13-2012
- Office Locations
- 1
Office Locations
About Blong Financial
Blong Financial is a Memphis, TN registered investment adviser serving retail clients, including entrepreneurs, with financial planning and discretionary asset management. The firm focuses on asset allocation and portfolio construction, primarily using ETFs and index funds in managed accounts, alongside fixed income and real estate considerations, and offers tax, estate, and insurance planning. Custodies with Schwab and Fidelity.
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Owner & Executives
DENNIS GLENN LONG
Chief Compliance Officer, President
- CRD
- #2995012
- Ownership
- 50% but less than 75%
ROBERT TRENT CURRY
Financial Advisor, VICE PRESIDENT
- CRD
- #5059670
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,166,663 | $416,298 |
| Non-Discretionary | $13,797,239 | $627,147 |
| Total | $201,963,902 | $426,084 |
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Separately Managed Accounts
Total SMA Asset: $201,963,902
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $322,621,944 | 22.3% |
| Cash | $235,817,834 | 16.3% |
| Public Funds | $624,989,596 | 43.2% |
| U.S. Government/Agency | $263,305,801 | 18.2% |
| Total | $1,446,735,175 | 100.0% |