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Building 2JOURNEY STRATEGIC WEALTH LLC

Map pinSUMMIT, NJ
Phone(201) 905-0070
NotebookSEC #801-119925
Total AUM
$4.6B
Employees
31
Clients
965

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
47 MAPLE STREET
SUITE 104
SUMMIT
NJ 07901
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(201) 905-0070
Other Offices
5

ReceiptFinancials

Total AUM
$4.6B
Accounts
3,600
Discretionary
$4.6B
Accounts
3,583
Non-Discretionary
$12M
Accounts
17

ContactClients

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Individual Clients
558
AUM
$194.2M
HNW Individual Clients
392
AUM
$4.4B
Charitable Organization Clients
7
AUM
$20M
Corporation or Business Clients
8
AUM
$52M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAHIIDILKSKYLAMAMDMIMNMONCNENJNMNVNYOHOKORPASCSDTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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