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Building 2JOURNEY EQUITY WEALTH MANAGEMENT LLC

Map pinDOWNEY, CA
Phone562-774-5931
NotebookSEC #801-132817
Total AUM
$9.2M
Employees
2
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8141 2ND STREET
SUITE 545
DOWNEY
CA 90241
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
562-774-5931

ReceiptFinancials

Total AUM
$9.2M
Accounts
80
Discretionary
$9.2M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
74
AUM
$6.2M
HNW Individual Clients
6
AUM
$3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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