50 E. Rivercenter Blvd
Suite 301
Covington, Kentucky 41011
Tel: 859-888-0356
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $16,780,521,000 | 147 | 14 |
$7,678,048,654 | 93 | 44 | |
$4,469,969,570 | 105 | 19 | |
$3,803,189,141 | 21 | 142 | |
$3,257,395,486 | 67 | 180 |
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