National Retirement Planning Experts

National Coverage
Local Professionals

JOURNEY FINANCIAL GROUP, INC.

1110 W. Lake Cook Road
Suite 265b
Buffalo Grove, Illinois 60089
Tel: 847-229-9191

Need a Financial Advisor?
Compare Vetted Advisors

About JOURNEY FINANCIAL GROUP, INC.

JOURNEY FINANCIAL GROUP, INC, formally registered with the SEC as JOURNEY FINANCIAL GROUP, INC. The firm was established in 02/26/2014. They have over 1 offices throughout the country.

JOURNEY FINANCIAL GROUP, INC. is a Buffalo Grove, Illinois based Financial Planning firm with nearly $236,023,921 assets under management, offering retirement planning & investment advisory services to 942 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#123565
SEC#801-79263
Assets Managed by Firm$236,023,921
No. of Clients942
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total942$236,023,921
Individuals (other than high net worth individuals)451$112,916,267
High net worth individuals72$122,837,167
Pension and profit sharing plansFewer than 5 clients$270,487

More Retirement Planning firms in Buffalo Grove, Illinois:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED
50 S Lasalle Street
Chicago, IL, 60603-1008
$1,016,556,943,58041105674
INVESCO CAPITAL MANAGEMENT LLC
3500 Lacey Road, Suite 700
Downers Grove, IL, 60515
$545,530,164,135401220
ENVESTNET PMC
150 North Riverside Plaza Suite 2050
Chicago, IL, 60606
$426,071,864,5661821809415
BALYASNY ASSET MANAGEMENT L.P.
444 W. Lake Street, 50th Floor
Chicago, IL, 60606
$248,044,764,038371857
NUVEEN ASSET MANAGEMENT, LLC
333 West Wacker Drive
Chicago, IL, 60606
$239,614,971,44159703397

Explore More Retirement Advisors in Buffalo Grove, Illinois