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BLONG FINANCIAL

MEMPHIS, TN · CRD 164746 · IAPD ↗ · blongfinancial.com · 901-681-9037

$202.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
4States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — BLONG FINANCIAL reported RAUM up 27% ($139.5M -> $177.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.