Overview
Assets Under Management: $226 million
Headquarters: ROSWELL, GA
High-Net-Worth Clients: 46
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.17
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 365
Discretionary Accounts: 365
Regulatory Filings
CRD Number: 290367
Last Filing Date: 2025-01-31 00:00:00
Website: https://journeybeyondwealth.com