PPrivate Fund Data Log in Join · $37/mo

Journey Financial Group, Inc.

● SEC registered since 2014CRD 123565SEC# 801-79263Buffalo Grove, IL
Export (members)
Reg. AUM
$276.8M
Employees
8
Accounts
823
Location
Buffalo Grove, IL

Journey Financial Group, Inc. assets under management

Journey Financial Group, Inc. is an investment advisory firm registered with the SEC based in Buffalo Grove, IL. The firm has been registered since 2014. It reports $276.8 million in regulatory assets under management and employs 8 people.
www.jfgplan.comView on SEC.gov ↗

Journey Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
McLain Tallungan ControlPresident, Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does Journey Financial Group, Inc. manage?

Journey Financial Group, Inc. reports $276.8 million in regulatory assets under management on its Form ADV.

How many employees does Journey Financial Group, Inc. have?

Journey Financial Group, Inc. reports 8 employees.

Where is Journey Financial Group, Inc. located?

Journey Financial Group, Inc. is based in Buffalo Grove, IL and has been SEC-registered since 2014.

Does Journey Financial Group, Inc. disclose fund performance?

Journey Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1110 W. Lake Cook Road, Suite 265b, Buffalo Grove, IL 60089
Phone847-229-9191
Fax847-229-9192
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$276.8M
Non-discretionary$0
Total (RAUM)$276.8M