Journey Financial Group, Inc.
● SEC registered since 2014CRD 123565SEC# 801-79263Buffalo Grove, IL
Reg. AUM
$336.5M
Employees
7
Accounts
915
Location
Buffalo Grove, IL
Journey Financial Group, Inc. assets under management
Journey Financial Group, Inc. is an investment advisory firm registered with the SEC based in Buffalo Grove, IL. The firm has been registered since 2014. It reports $336.5 million in regulatory assets under management and employs 7 people.
Journey Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| McLain Tallungan Control | President, Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Journey Financial Group, Inc. manage?
Journey Financial Group, Inc. reports $336.5 million in regulatory assets under management on its Form ADV.
How many employees does Journey Financial Group, Inc. have?
Journey Financial Group, Inc. reports 7 employees.
Where is Journey Financial Group, Inc. located?
Journey Financial Group, Inc. is based in Buffalo Grove, IL and has been SEC-registered since 2014.
Does Journey Financial Group, Inc. disclose fund performance?
Journey Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1110 W. Lake Cook Road, Suite 265b, Buffalo Grove, IL 60089 |
| Phone | 847-229-9191 |
| Fax | 847-229-9192 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$336.5M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$336.5Mregulatory AUM
Discretionary $336.5M