JOURNEY ADVISORY GROUP, LLC

50 E. Rivercenter Blvd
Suite 301
Covington, Kentucky 41011
Tel: 859-888-0356

About JOURNEY ADVISORY GROUP, LLC

JOURNEY ADVISORY GROUP, LLC, formally registered with the SEC as JOURNEY ADVISORY GROUP, LLC. The firm was established in 06/26/2014. They have over 3 offices throughout the country.

JOURNEY ADVISORY GROUP, LLC is a Covington, Kentucky based Financial Planning firm with nearly $1,015,864,170 assets under management, offering retirement planning & investment advisory services to 1692 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171919
SEC#	801-79934
Assets Managed by Firm	$1,015,864,170
No. of Clients	1692
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1692	$1,015,864,170
Individuals (other than high net worth individuals)	448	$162,549,760
High net worth individuals	242	$803,815,183
Pension and profit sharing plans	7	$10,346,375
Charitable organizations	7	$4,541,842
Corporations or other businesses	6	$34,611,010

More Retirement Planning firms in Covington, Kentucky:

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TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222	$16,780,521,000	147	14
RIVER ROAD ASSET MANAGEMENT, LLC 462 South Fourth Street, Suite 2000 Louisville, KY, 40202-3466	$7,678,048,654	93	44
TODD ASSET MANAGEMENT LLC 101 South 5th Street, Suite 3100 Louisville, KY, 40202	$4,469,969,570	105	19
MIDDLEGROUND CAPITAL 1500 Aristides Blvd. Lexington, KY, 40511	$3,803,189,141	21	142
PNC REAL ESTATE 101 South Fifth Street, 7th Floor Louisville, KY, 40202	$3,257,395,486	67	180

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