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JOURNEY INVESTMENTS, LLC
CRD 146777
201 EAST 4TH STREET #95, LOVELAND, CO, 80537, United States
Phone
800-287-3041
Fax
970-939-0041
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Hourly charges; Fixed fees; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | — |
| High net worth individuals | 1 | — |
All web addresses on file
Official SEC filing: View on IAPD