Assets Under Management
$3.8B
Number of Clients
928
Number of Advisors
17
Average Client AUM
$4.1M
AUM per Advisor
$221.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Journey Strategic Wealth offers wealth management services including financial planning and discretionary investment management. They work with clients to identify goals, risk tolerance, and financial situations to create a portfolio strategy using various investment types. They also offer financial planning services.
47 Maple Street, Suite 104, Summit, NJ, 07901