Unclaimed Profile

Thomas James Ritter

JOURNEY ADVISORY GROUP, LLC·COVINGTON, Kentucky

Clean recordJOURNEY ADVISORY GROUP, LLC

15 WEST 5TH ST, COVINGTON, KY 41011CRD# 1547282Firm CRD# 171919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas James Ritter · COVINGTON, KY

Registration

CRD #1547282 · JOURNEY ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas James Ritter is a registered financial advisor based in COVINGTON, Kentucky, affiliated with JOURNEY ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

JOURNEY ADVISORY GROUP, LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at JOURNEY ADVISORY GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1547282

Firm CRD# 171919

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Frequently Asked Questions

What services does Thomas James Ritter offer?

Thomas James Ritter specializes in Financial Planning, Investment Management. Contact their office in COVINGTON, Kentucky for a consultation.

What are Thomas James Ritter's credentials?

Thomas James Ritter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas James Ritter located?

Thomas James Ritter is based in COVINGTON, Kentucky, working with JOURNEY ADVISORY GROUP, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Thomas James Ritter charge for services?

Thomas James Ritter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOURNEY ADVISORY GROUP, LLC?

JOURNEY ADVISORY GROUP, LLC has approximately 20 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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