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Building 2JOURNEY FINANCIAL GROUP, INC.

Map pinBUFFALO GROVE, IL
Phone847-229-9191
NotebookSEC #801-79263
Total AUM
$336.5M
Employees
7
Clients
330

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1110 W. LAKE COOK ROAD
SUITE 265B
BUFFALO GROVE
IL 60089
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
847-229-9191

ReceiptFinancials

Total AUM
$336.5M
Accounts
915
Discretionary
$336.5M
Accounts
915
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
214
AUM
$66M
HNW Individual Clients
109
AUM
$268.3M
Corporation or Business Clients
7
AUM
$2.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINMEMNMONCNHTNTXWI

HandshakeAffiliates

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

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