$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas emberFusion value +more
- Established Date
- 11-21-2020
- Office Locations
- 1
Office Locations
-- Pensacola FL
About Financial Journey LLC
Financial Journey LLC is an owner-led RIA in Pensacola, FL providing goal-based financial planning and “financial road map” guidance, including tax, estate, insurance, 529, and business succession planning. The firm builds ETF- and mutual-fund-based portfolios with an emphasis on asset allocation, active management, and risk management, serving retail households including retirees. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$172.4K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Meridian
Client Personas
Ember foundation
Custodian
Eagle catalyst Momentum
Investment Themes
Oak Timber horizon Oak
Investment Vehicles
Signal
Services
Signal value Summit Fusion Fusion Optima North Fusion pioneer Legacy beacon Oak bridge
Technology
Meridian north Summit summit Unison ember Delta foundation Radial value
Owner & Executives
REBECCA SHEA NEWTON
Analyst, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4614726
- Ownership
- 75% or more
(439) 848-8487
summit.north@pioneercapital.com
in linkedin.com/in/catalyst-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,481,522 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,481,522 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,481,522
Equity - Exchange:
33.2% Public Funds:
53.6% Cash:
13.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,958,651,562 | 33.2% |
| Public Funds | $3,162,160,354 | 53.6% |
| Cash | $778,740,983 | 13.2% |
| Total | $5,899,552,899 | 100.0% |