JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

3040 E 17th Street
Suite 2
Ammon, Idaho 83406
Tel: 208-552-9169

About JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC. The firm was established in 08/13/2021. They have over 1 offices throughout the country.

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC is a Ammon, Idaho based Financial Planning firm with nearly $127,320,527 assets under management, offering retirement planning & investment advisory services to 1716 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315237
SEC#	801-122085
Assets Managed by Firm	$127,320,527
No. of Clients	1716
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1716	$127,320,527
Individuals (other than high net worth individuals)	406	$91,798,279
High net worth individuals	19	$35,522,248

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CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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