Overview
Assets Under Management: $198 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 68
Average Client Assets: $0.9 million
Frequently Asked Questions
LIEBLONG & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #42578), LIEBLONG & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
LIEBLONG & ASSOCIATES, INC. is headquartered in LITTLE ROCK, AR.
LIEBLONG & ASSOCIATES, INC. serves 68 high-net-worth clients according to their SEC filing dated December 16, 2025. View client details ↓
According to their SEC Form ADV, LIEBLONG & ASSOCIATES, INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LIEBLONG & ASSOCIATES, INC. manages $198 million in client assets according to their SEC filing dated December 16, 2025.
According to their SEC Form ADV, LIEBLONG & ASSOCIATES, INC. serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.06%
Average Client Assets: $0.9 million
Total Client Accounts: 132
Discretionary Accounts: 132
Regulatory Filings
CRD Number: 42578
Filing ID: 2034067
Last Filing Date: 2025-12-16 12:46:19