JOURNEY FINANCIAL GROUP, INC.

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

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 Status	Approved
Firm CRD#	123565
SEC#	801-79263
Assets Managed by Firm	$236,023,921
No. of Clients	942
No. of Advisors	8

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 Clients	AUM
Firm Total	942	$236,023,921
Individuals (other than high net worth individuals)	451	$112,916,267
High net worth individuals	72	$122,837,167
Pension and profit sharing plans	Fewer than 5 clients	$270,487

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