BLONG FINANCIAL
BLONG FINANCIAL, LLC Legal Name
Adviser information for BLONG FINANCIAL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 427 | $166.2M |
| Non-Discretionary | 22 | $11.3M |
| Total | 449 | $177.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 266 | $54.3M |
| HNW Individuals | 53 | $123.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-123363 |
|---|---|
| SEC ERA File Number | 801-123363 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164746 |
| Legal Entity Identifier | None |
Principal Office
5391 NORMANDY RDMEMPHIS
TN
United States
SCHEDULE VARIES, 8:30AM TO 3PM
Tel: 901-681-9037, Fax: 901-681-9039
Websites
Chief Compliance Officer
ROBERT TRENT CURRY
VICE PRESIDENT, CCO
5391 NORMANDY
MEMPHIS
TN
United States
Tel:
901-681-9037
Fax:
901-681-9039
T****@*****************M
(Full email address available in API data)
Regulatory Contact
DENNIS G LONG
PRESIDENT
5391 NORMANDY ROAD
MEMPHIS
TN
United States
Tel:
901-828-8009
Fax:
901-681-9039
D*****@*****************M
(Full email address available in API data)
Industry Affiliates
| DENNIS G. LONG, CPA | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LONG, DENNIS, GLENN | Individual | – | PRESIDENT/CCO | 06/2012 | 50-75% |
| CURRY, ROBERT, TRENT | Individual | – | VICE PRESIDENT | 01/2022 | < 5% |
| GREENWAY CAPITAL MANAGEMENT, LLC | Domestic Entity | – | MEMBER | 01/2022 | 25-50% |