CRD: 153404
Journey Financial Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-10-2010
- Office Locations
- 2
Office Locations
About Journey Financial Management, LLC
Journey Financial Management, LLC is a Kentucky-based RIA led by CERTIFIED FINANCIAL PLANNER™ professionals, offering comprehensive or hourly financial planning along with ongoing investment management. The firm focuses on understanding client goals and providing continuous, best-interest guidance to keep plans on track. Portfolios are primarily ETF- and public-fund based, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD JAY FONTENOT
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5444780
- Ownership
- 50% but less than 75%
ANDREW JAMES ALLEN HEAD
Managing Member
- CRD
- #4747119
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Derrick A Palmer
Financial Planner
- CRD
- #6369396
GRANT EDMOND PATTERSON
--
- CRD
- #7929128
Showing 2 of 4 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,859,656 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,859,656 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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