JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
CRD #315237 SEC #801-122085 AMMON, ID 208-552-9169
SEC Registered Disclosures
Total AUM
$161.1M
Discretionary
$161.1M
Employees
7
Clients
1
Accounts
992
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $161.1M | $161.1M | $0 | 7 | 1 |
| Mar 2025 | $161.1M | $161.1M | $0 | 7 | 1 |
| Apr 2024 | $127.3M | $127.3M | $0 | 7 | 0 |
| Mar 2024 | $127.3M | $127.3M | $0 | 7 | 0 |
| Nov 2023 | $108.9M | $108.9M | $0 | 7 | 0 |
| Apr 2023 | $108.9M | $108.9M | $0 | 7 | 0 |
| Feb 2023 | $108.9M | $108.9M | $0 | 7 | 0 |
| Jul 2022 | $109.6M | $109.6M | $0 | 4 | 0 |
| Mar 2022 | $109.6M | $109.6M | $0 | 4 | 0 |
| Dec 2021 | $104.6M | $104.6M | $0 | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees7
Clients1
DateMar 2025
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees7
Clients1
DateApr 2024
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0