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JOURNEY ADVISORY GROUP, LLC
CRD 171919 · SEC 801-79934
50 E. RIVERCENTER BLVD, SUITE 301, COVINGTON, KY, 41011, United States
Phone
859-888-0356
Fax
888-712-3569
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.65B
Discretionary AUM
$1.63B
Team
31 total employees; 15 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 522 | $150.1M |
| High net worth individuals | 337 | $1.44B |
| Pooled investment vehicles | 1 | $39K |
| Pension/profit sharing plans | 7 | $11.3M |
| Charitable organizations | 11 | $27.1M |
| Corporations/business entities | 10 | $24.7M |
States served
CA, CO, GA, IL, IN, KY, LA, MI, NY, NC, OH, PA, SC, WV, WI, WA, TX, NH, FL
All web addresses on file
- https://www.youtube.com/@journeyadvisorygroup4049
- https://www.linkedin.com/company/journeyadvisorygroup
- https://www.instagram.com/journeyadvisorygroup/
- https://www.facebook.com/journeyadvisorygroup/
- https://www.journeyadvisory.group
- https://x.com/JourneyAdvisors
- https://discover.journeyadvisory.group/retirement-readiness
- https://discover.journeyadvisory.group/switch-kit-form-2
Official SEC filing: View on IAPD