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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Optima capital
- Established Date
- 05-15-1998
- Office Locations
- 1
Office Locations
About Journey Financial Group, Inc.
Journey Financial Group, Inc. is a Buffalo Grove, IL registered investment adviser providing personalized financial planning for individuals and professionals, plus independent financial consultation for corporations. The firm serves small-to-mid-sized business owners and corporate executives, translating goals into actionable recommendations and coordinated implementation, and works with custodians such as Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MCLAIN TALLUNGAN
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1062311
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARILYN ANN BILYK
Financial Advisor
- CRD
- #1160659
BRIAN J MCDONAUGH
--
- CRD
- #7293523
Element north
Glacier fusion zenith
- CRD
- #66912
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,499,623 | $367,759 |
| Non-Discretionary | $0 | -- |
| Total | $336,499,623 | $367,759 |
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Separately Managed Accounts
Total SMA Asset: $336,499,623
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $796,032,378 | 22.4% |
| Equity - Exchange | $1,076,775,940 | 30.3% |
| Cash | $341,156,733 | 9.6% |
| Corporate - Investment Grade | $1,339,750,922 | 37.7% |
| Total | $3,553,715,973 | 100.0% |