Overview
Assets Under Management: $236 million
Headquarters: BUFFALO GROVE, IL
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Frequently Asked Questions
JOURNEY FINANCIAL GROUP, 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 #123565), JOURNEY FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
JOURNEY FINANCIAL GROUP, INC. is headquartered in BUFFALO GROVE, IL.
JOURNEY FINANCIAL GROUP, INC. serves 88 high-net-worth clients according to their SEC filing dated June 20, 2024. View client details ↓
According to their SEC Form ADV, JOURNEY FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
JOURNEY FINANCIAL GROUP, INC. manages $236 million in client assets according to their SEC filing dated June 20, 2024.
According to their SEC Form ADV, JOURNEY FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 942
Discretionary Accounts: 933
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 123565
Last Filing Date: 2024-06-20 00:00:00
Website: https://jfgplan.com