Overview
Assets Under Management: $161 million
Headquarters: AMMON, ID
High-Net-Worth Clients: 26
Average Client Assets: $2 million
Frequently Asked Questions
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC 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 #315237), JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC is headquartered in AMMON, ID.
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC serves 26 high-net-worth clients according to their SEC filing dated March 06, 2025. View client details ↓
According to their SEC Form ADV, JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC manages $161 million in client assets according to their SEC filing dated March 06, 2025.
According to their SEC Form ADV, JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.32
Average High-Net-Worth Client Assets: $2 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