Overview
Assets Under Management: $161 million
Headquarters: AMMON, ID
High-Net-Worth Clients: 3
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.68
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 992
Discretionary Accounts: 992
Regulatory Filings
CRD Number: 315237
Filing ID: 1937755
Last Filing Date: 2025-03-06 19:34:00
Website: https://journeyretirement.com