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Building 2JOURNEY ADVISORY GROUP, LLC

Map pinCOVINGTON, KY
Phone859-888-0356
NotebookSEC #801-79934
Total AUM
$1.7B
Employees
31
Clients
888

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 E. RIVERCENTER BLVD
SUITE 301
COVINGTON
KY 41011
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
859-888-0356
Other Offices
3

ReceiptFinancials

Total AUM
$1.7B
Accounts
2,113
Discretionary
$1.6B
Accounts
2,105
Non-Discretionary
$20M
Accounts
8

ContactClients

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Individual Clients
522
AUM
$150.1M
HNW Individual Clients
337
AUM
$1.4B
Pooled Vehicle Clients
1
AUM
$39.2K
Pension/Profit Sharing Plan Clients
7
AUM
$11.3M
Charitable Organization Clients
11
AUM
$27.1M
Corporation or Business Clients
10
AUM
$24.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINKYLAMINCNHNYOHPASCTXWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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