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| Keyboard |
| Journey Financial Group Inc
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|---|---|
| CRD # | 123565 |
| SEC # | 801-79263 |
| CIK # | |
| AUM | 336.5 M (2026-03-24) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 847-229-9191 |
| Address | 1110 W Lake Cook Road Buffalo Grove, IL 60089 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 66.0 |
| (b) Individuals (high net worth individuals) | 109 | 268.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 915 | 336.5 |
| By Discretionary | ||
| Discretionary | 915 | 336.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 915 | 336.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.5 | |
| Total | 915 | 336.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 50 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mine & ARAO Wealth Creation and Management LLC
✚
|
CA | 338.1 M |
|
LENK Ladner Investment Solutions LLC
✚
|
MA | 337.3 M |
|
Evolution Advisers Inc
✚
|
VA | 337.2 M |
|
Vestura LLC
✚
|
WI | 336.7 M |
|
Agate Pass Investment Management LLC
✚
|
WA | 336.0 M |
|
Peachtree Investment Partners LLC
✚
|
335.8 M | |
|
First Dallas Securities Inc
✚
|
TX | 335.7 M |
|
Apricus Wealth LLC
✚
|
SC | 335.7 M |
|
Trisperity Advisors LLC
✚
|
TX | 335.2 M |
|
Benson Investment Management Company Inc
✚
|
334.4 M |