JOURNEY STRATEGIC WEALTH LLC

SUMMIT, New Jersey·2 registered advisors·CRD# 310648

SEC# 801-1199255(201) 905-0070

01

Firm Overview

AUM

$3.1B

Regulatory assets under management

Employees

23

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at JOURNEY STRATEGIC WEALTH LLC

2 registered advisors

SUMMIT, New Jersey

Michael Charles Brown

SUMMIT, New Jersey

05

Office Locations

SUMMIT, New Jersey

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Data sourced from SEC Form ADV filings. JOURNEY STRATEGIC WEALTH LLC (CRD# 310648) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.