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| Journey Retirement Planning and Investment Management LLC
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|---|---|
| CRD # | 315237 |
| SEC # | 801-122085 |
| CIK # | |
| AUM | $161.1 M (2025-03-06) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 208-552-9169 |
| Address | 3040 E 17th Street Ammon, ID 83406 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 544 | 113.9 |
| (b) Individuals (high net worth individuals) | 26 | 47.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 992 | 161.1 |
| By Discretionary | ||
| Discretionary | 992 | 161.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 992 | 161.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.1 | |
| Total | 992 | 161.1 |
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|---|---|---|
|
Altius Financial Inc
✚
|
CO | 0.2 |
|
Dale Buckner Inc
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|
TX | 0.2 |
|
The Stanich Group LLC
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0.2 | |
|
Rolek Wealth Management LLC
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|
PA | 0.2 |
|
Financial Independence Advisors LLC
✚
|
FL | 0.2 |
|
Yanni & Associates Investment Advisors LLC
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|
PA | 0.2 |
|
Barden Capital Management Inc
✚
|
0.2 | |
|
Financially Speaking Inc
✚
|
CO | 0.2 |
|
KRS Capital Management LLC
✚
|
MI | 0.2 |
|
Farris Capital Management Inc
✚
|
TX | 0.2 |