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JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
CRD 315237 · SEC 801-122085
3040 E 17TH STREET, SUITE 2, AMMON, ID, 83406, United States
Phone
208-552-9169
Fax
208-552-9173
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.3M
Discretionary AUM
$187.3M
Team
8 total employees; 5 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 603 | $124.3M |
| High net worth individuals | 34 | $63.0M |
States served
AZ, CA, ID, MT, NE, UT, WY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD