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JOURNEY ADVISORY GROUP, LLC
JOURNEY ADVISORY GROUP, LLC
COVINGTON, Kentucky
·
9 registered advisors
·
CRD# 171919
SEC# 801-79934
2
859-888-0356
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at JOURNEY ADVISORY GROUP, LLC
9 registered advisors
James William Owens
COVINGTON, Kentucky
CRD# 4780124
Jill Lauren Henson
COVINGTON, Kentucky
CRD# 4650069
Kathryn C Mcneely
COVINGTON, Kentucky
CRD# 3135273
Laura Suzanne Moschel
COVINGTON, Kentucky
CRD# 7521756
Richard Eric Pettway
COVINGTON, Kentucky
CRD# 7292249
Robin Minto Lang
COVINGTON, Kentucky
CRD# 6776798
Stephan Graig Lang
COVINGTON, Kentucky
CRD# 6241222
Thomas James Ritter
COVINGTON, Kentucky
CRD# 1547282
Tyler Selby Lang
COVINGTON, Kentucky
CRD# 5128339
05
Office Locations
COVINGTON, Kentucky
9 advisors
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Data sourced from SEC Form ADV filings. JOURNEY ADVISORY GROUP, LLC (CRD# 171919) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.