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JOURNEY ADVISORY GROUP, LLC
JOURNEY ADVISORY GROUP, LLC
COVINGTON, Kentucky
·
10 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
10
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
10 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
Michael J. Whelan
COVINGTON, Kentucky
CRD# 7205962
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
10 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
.