JOURNEY STRATEGIC WEALTH LLC
Summit, New Jersey
5.0
1 Review
Journey Strategic Wealth LLC is a highly reputable local investment advisory firm headquartered in Summit, NJ. With five strategically located offices, the company has established a strong presence in the region. Comprised of a dedicated team of professionals, Journey Strategic Wealth LLC boasts a total of 23 employees, 12 of whom are dedicated to providing exceptional investment advisory services.
Setting themselves apart from the industry average, Journey Strategic Wealth LLC manages an impressive average of approximately $227,200,000 in assets under management per investment advisor. This demonstrates their expertise and abili...
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Assets Under Mgmt
$2.73B
Investment Professionals
12
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Articles
Articles
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