Journey Retirement Planning And Investment Management, LLC
Journey Retirement Planning And Investment Management, LLC is an SEC-registered mass-market adviser in Ammon, ID with $187.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Journey Retirement Planning And Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315237, SEC 801-122085, data through 2026-06-05.
- AUM (assets under management / regulatory AUM)
- $187.3M (2026-06-05)
- Firm type
- Mass-Market Adviser
- Location
- Ammon, ID
- Employees
- 8
- Clients
- 637
- CRD
- 315237
- Ownership
- LANDON, JENNIFER, LYNNE; Ludlow, Rachel, Brook
How much AUM does Journey Retirement Planning And Investment Management, LLC have?
Journey Retirement Planning And Investment Management, LLC reported $187.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-05).
Who owns Journey Retirement Planning And Investment Management, LLC?
Disclosed owners and executives of Journey Retirement Planning And Investment Management, LLC include LANDON, JENNIFER, LYNNE, Ludlow, Rachel, Brook. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.