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- Custodian
- Axos · Charles Schwab & Company · Lincoln Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-07-2009
- Office Locations
- 1
Office Locations
About THE Journeys Group, Inc.
The Journeys Group is a family-owned, fee-only fiduciary serving families, farmers, and business owners across North Carolina and the South. The firm delivers comprehensive financial planning and evidence-based investment management, often implemented with mutual funds and ETFs. Its signature “Journeys” program is grounded in faith and guides clients through values-based goal setting, roadmap building, and legacy planning.
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Custodian
Investment Themes
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Owner & Executives
GEORGE THOMAS PATE JR
Chief Compliance Officer, Managing Partner
- CRD
- #1305723
- Ownership
- 75% or more
GEORGE THOMAS PATE III III
Financial Advisor, PARTNER, Secretary
- CRD
- #7164939
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $63,000,000 | -- |
| Total | $63,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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