C
CRD: 292618
Companions ON Your Journey
$1.9M Total AUM
$262.0K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
8 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-20-2018
- Office Locations
- 1
Office Locations
-- Brookfield IL
About Companions ON Your Journey
Companions On Your Journey is a Brookfield, IL RIA providing financial planning, tax planning, and insurance guidance for retail households. Portfolios are implemented primarily in SMAs using ETFs and public funds, with smaller allocations to individual equities and municipal/investment-grade bonds. Founder-led, single-advisor practice.
Team overview
57 AVG AGE
$1.9M AVG AUM / ADVISOR
$210.2K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Available
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Available
Available
Asset Classes
Available
Custodian
Available
Services
Available
Technology
Available
Owner & Executives
ALEXANDRA CONROY BAIG
Chief Compliance Officer, FOUNDER
- CRD
- #4716679
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,000 | -- |
| Non-Discretionary | $1,630,000 | -- |
| Total | $1,892,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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