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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 24, 2026, reported AUM increased 21.6%, from $276.8M to $336.5M.
Across 5 reported observations, AUM increased 36.5% between September 8, 2022 and March 24, 2026, from $246.5M to $336.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 380 clients, or 63.3 clients per representative. That equates to $885.5K in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Journey Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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
SMA allocation detail is available
Journey Financial Group, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.