JOURNEY FINANCIAL GROUP, INC.
CRD #123565 SEC #801-79263 BUFFALO GROVE, IL 847-229-9191
SEC Registered
Total AUM
$276.8M
Discretionary
$276.8M
Employees
8
Clients
251
Accounts
823
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $276.8M | $276.8M | $0 | 8 | 40 |
| Jun 2024 | $236M | $234.3M | $1.7M | 8 | 40 |
| May 2024 | $236M | $234.3M | $1.7M | 8 | 40 |
| May 2024 | $236M | $234.3M | $1.7M | 8 | 40 |
| Jan 2024 | $236M | $234.3M | $1.7M | 8 | 40 |
| Jul 2023 | $201.6M | $196.7M | $4.9M | 8 | 40 |
| Feb 2023 | $201.6M | $196.7M | $4.9M | 8 | 40 |
| Sep 2022 | $246.5M | $246.5M | $0 | 6 | 40 |
| May 2022 | $246.5M | $246.5M | $0 | 6 | 40 |
| Jan 2022 | $246.5M | $246.5M | $0 | 6 | 40 |
| Feb 2021 | $205M | $205M | $0 | 7 | 40 |
| Sep 2020 | $160.3M | $160.3M | $0 | 6 | 150 |
| Jun 2020 | $160.3M | $160.3M | $0 | 6 | 150 |
| Feb 2020 | $160.3M | $160.3M | $0 | 6 | 150 |
| Mar 2019 | $130M | $129M | $1M | 6 | 180 |
| Mar 2018 | $139M | $139M | $0 | 5 | 30 |
| Mar 2017 | $131M | $123M | $8M | 5 | 200 |
| Feb 2016 | $115M | $113M | $2M | 7 | 200 |
| Feb 2015 | $117.5M | $115M | $2.5M | 6 | 200 |
| Mar 2014 | $109.1M | $106.9M | $2.2M | 6 | 200 |
| Feb 2014 | $109.1M | $106.9M | $2.2M | 6 | 200 |
DateMar 2025
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees8
Clients40
DateJun 2024
Total AUM$236M
Discretionary$234.3M
Non-Disc.$1.7M
Employees8
Clients40
DateMay 2024
Total AUM$236M
Discretionary$234.3M
Non-Disc.$1.7M
Employees8
Clients40
DateMay 2024
Total AUM$236M
Discretionary$234.3M
Non-Disc.$1.7M
Employees8
Clients40
DateJan 2024
Total AUM$236M
Discretionary$234.3M
Non-Disc.$1.7M
Employees8
Clients40
DateJul 2023
Total AUM$201.6M
Discretionary$196.7M
Non-Disc.$4.9M
Employees8
Clients40
DateFeb 2023
Total AUM$201.6M
Discretionary$196.7M
Non-Disc.$4.9M
Employees8
Clients40
DateSep 2022
Total AUM$246.5M
Discretionary$246.5M
Non-Disc.$0
Employees6
Clients40
DateMay 2022
Total AUM$246.5M
Discretionary$246.5M
Non-Disc.$0
Employees6
Clients40
DateJan 2022
Total AUM$246.5M
Discretionary$246.5M
Non-Disc.$0
Employees6
Clients40
DateFeb 2021
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees7
Clients40
DateSep 2020
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$0
Employees6
Clients150
DateJun 2020
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$0
Employees6
Clients150
DateFeb 2020
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$0
Employees6
Clients150
DateMar 2019
Total AUM$130M
Discretionary$129M
Non-Disc.$1M
Employees6
Clients180
DateMar 2018
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees5
Clients30
DateMar 2017
Total AUM$131M
Discretionary$123M
Non-Disc.$8M
Employees5
Clients200
DateFeb 2016
Total AUM$115M
Discretionary$113M
Non-Disc.$2M
Employees7
Clients200
DateFeb 2015
Total AUM$117.5M
Discretionary$115M
Non-Disc.$2.5M
Employees6
Clients200
DateMar 2014
Total AUM$109.1M
Discretionary$106.9M
Non-Disc.$2.2M
Employees6
Clients200
DateFeb 2014
Total AUM$109.1M
Discretionary$106.9M
Non-Disc.$2.2M
Employees6
Clients200