JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$187,318,571
Discretionary
$187,318,571
Non-discretionary
$0
Firm details
- CRD number
- 315237
- SEC file number
- 801-122085
- Main office
- AMMON, ID, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.