Journey Financial Group, Inc.
Journey Financial Group, Inc. is an SEC-registered wealth manager in Buffalo Grove, IL with $336.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Journey Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123565, SEC 801-79263, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $336.5M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Buffalo Grove, IL
- Employees
- 7
- Clients
- 330
- CRD
- 123565
- Ownership
- TALLUNGAN, MCLAIN
How much AUM does Journey Financial Group, Inc. have?
Journey Financial Group, Inc. reported $336.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Journey Financial Group, Inc.?
Disclosed owners and executives of Journey Financial Group, Inc. include TALLUNGAN, MCLAIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.