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Thomas James Ritter

JOURNEY ADVISORY GROUP, LLC·COVINGTON, Kentucky
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15 WEST 5TH ST, COVINGTON, KY 41011CRD# 1547282Firm CRD# 171919
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
JOURNEY ADVISORY GROUP, LLC
JOURNEY ADVISORY GROUP, LLC
AUM
$1.0B
Regulatory assets under management
Employees
20
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1547282
Firm CRD# 171919
No disclosures on file
View on FINRA BrokerCheck →

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05

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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