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- Custodian
- Interactive Brokers ยท Janney
- Clients
- Retail
- Platforms
- Foundation northUnison timber
- Established Date
- 10-03-2023
- Office Locations
- 1
Office Locations
About Journey 1 Advisors, LLC
Journey 1 Advisors is a Pennsylvania-registered RIA delivering customized, actively managed portfolios for individuals, families, trusts, and institutions. The firm uses a research-intensive, fundamentals-first approach complemented by technical analysis, with dynamic strategies across asset classes and ongoing monitoring plus monthly reports. Clients receive digital access to holdings and research; custodians include Interactive Brokers and Janney.
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Owner & Executives
DAVID RICHARD SNYDER
Chief Compliance Officer, President
- CRD
- #1497535
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,100,000 | -- |
| Non-Discretionary | $10,800,000 | -- |
| Total | $50,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $662,378,030 | 10.4% |
| Cash | $1,038,150,182 | 16.3% |
| U.S. Government/Agency | $1,757,849,388 | 27.6% |
| Municipal Bonds | $1,038,150,182 | 16.3% |
| Public Funds | $1,872,491,740 | 29.4% |
| Total | $6,369,019,522 | 100.0% |