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JOURNEY ADVISORY GROUP, LLC

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

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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 StatusApproved
Firm CRD#171919
SEC#801-79934
Assets Managed by Firm$1,015,864,170
No. of Clients1692
No. of Advisors20

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 ClientsAUM
Firm Total1692$1,015,864,170
Individuals (other than high net worth individuals)448$162,549,760
High net worth individuals242$803,815,183
Pension and profit sharing plans7$10,346,375
Charitable organizations7$4,541,842
Corporations or other businesses6$34,611,010

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