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bLong Financial, LLC

EST. AUM
$201,963,902

CONTACTS

CLIENT ACCOUNTS
474

Firm Details

Metro area Memphis
CRD Number 164746
Website blongfinancial.com
Client types

Overview

bLong Financial, LLC is an independent, SEC-registered investment adviser headquartered in Memphis, Tennessee. Operating under a strict fiduciary standard, the firm provides customized financial advisory and discretionary portfolio management services to individuals, high-net-worth families, and small businesses. Its investment approach is process-driven, with a focus on liquid U.S. large-cap growth equities and sector-specific exchange-traded funds. The firm employs a tactical allocation strategy designed to capture opportunities during favorable market conditions while rebalancing into core sectors to manage downside risk, emphasizing transparency and cost efficiency to align with long-term client objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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