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Penny Alexandra Phillips

Member, Co-Founder, PresidentJourney Strategic Wealth LLCCRD 5809043

About Penny Alexandra Phillips

Penny Alexandra Phillips is listed as Member, Co-Founder, President at Journey Strategic Wealth LLC in Summit, NJ. Form ADV reports a beneficial ownership band of Under 5%. Penny Alexandra Phillips is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Journey Strategic Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Penny Alexandra Phillips work?

Penny Alexandra Phillips is listed as Member, Co-Founder, President at Journey Strategic Wealth LLC on SEC Form ADV.

How much of Journey Strategic Wealth LLC does Penny Alexandra Phillips own?

Form ADV reports a beneficial ownership band of Under 5%.

Journey Strategic Wealth LLC

TitleMember, Co-Founder, President
OwnershipUnder 5%
Control personYes
Since2020
View Journey Strategic Wealth LLC →

Journey Strategic Wealth LLC

TitleMember / Manager
Ownership—
Control personYes
Since2020
View Journey Strategic Wealth LLC →