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LIEBLONG & ASSOCIATES, INC.
LIEBLONG & ASSOCIATES, INC. is an SEC-registered investment adviser in Little Rock, AR, registered since 2014. The firm manages approximately $198 million in...
Overview
LIEBLONG & ASSOCIATES, INC. is an SEC-registered investment adviser in Little Rock, AR, registered since 2014. The firm manages approximately $198 million in regulatory assets. It has 4 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Little Rock
Corporate office
Little Rock, AR, United States
Principals
John A. Lieblong
President and Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Lieblong & Associates?
John A. Lieblong founded the firm and serves as President, overseeing all investment decisions and client strategies. The firm operates under his guidance as a registered investment advisor.
What is Lieblong & Associates' investment approach?
The firm uses a diversified portfolio strategy across equities, fixed income, alternatives, and cash. Asset allocation is customized per client, with emphasis on tax efficiency and long-term risk management. The firm also integrates life insurance planning into wealth transfer strategies.
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