1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BLONG FINANCIAL

Map pinMEMPHIS, TN
Phone901-681-9037
NotebookSEC #801-123363
Total AUM
$202M
Employees
2
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5391 NORMANDY RD
MEMPHIS
TN 38120
United States
Operating Hours
8:30AM TO 3PM
SCHEDULE VARIES
Phone
901-681-9037

ReceiptFinancials

Total AUM
$202M
Accounts
474
Discretionary
$188.2M
Accounts
452
Non-Discretionary
$13.8M
Accounts
22

ContactClients

View more in analytics →

Individual Clients
261
AUM
$36.2M
HNW Individual Clients
53
AUM
$165.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
ARMSTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account