PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Michael J. Whelan

MemberJourney Advisory Group, LLCCRD 7205962

About Michael J. Whelan

Michael J. Whelan is listed as Member at Journey Advisory Group, LLC in Covington, KY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Journey Advisory Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael J. Whelan work?

Michael J. Whelan is listed as Member at Journey Advisory Group, LLC on SEC Form ADV.

How much of Journey Advisory Group, LLC does Michael J. Whelan own?

Form ADV reports a beneficial ownership band of Under 5%.

Journey Advisory Group, LLC

TitleMember
OwnershipUnder 5%
Control personYes
Since2019