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JOURNEY FINANCIAL GROUP, INC.
CRD 123565 · SEC 801-79263
1110 W. LAKE COOK ROAD, SUITE 265B, BUFFALO GROVE, IL, 60089, United States
Phone
847-229-9191
Fax
847-229-9192
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$336.5M
Discretionary AUM
$336.5M
Team
7 total employees; 6 advisory reps; 50 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 214 | $66.0M |
| High net worth individuals | 109 | $268.3M |
| Corporations/business entities | 7 | $2.3M |
States served
AZ, CA, CO, IL, IN, ME, MN, NC, TN, WI, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD