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THE JOURNEYS GROUP, INC.
CRD 152275
222 EMILY DR, WINTERVILLE, NC, 28590, United States
Phone
(252) 304-1019
Fax
252-746-7486
Registration
— (—)
Source
State registered
Total AUM
$63.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 52 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-03-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $63.0M |
All web addresses on file
Official SEC filing: View on IAPD