JOURNEY FINANCIAL MANAGEMENT, LLC
Firm details
- Headquarters
- BOWLING GREEN, Kentucky
- CRD number
- 153404
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals65.11%
- HNWI34.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Journey Financial Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Its fee arrangements are a mix of asset‑based fees, hourly charges and fixed fees. Journey is not positioned as a capital allocator and does not report active ESG investing or pension consulting services. The firm lists an insurance company affiliation among its industry ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents9%
Contacts
3 of 4Derrick Palmer
Managing PrincipalCRD 6369396
RICHARD FONTENOT
Managing PrincipalCRD 5444780
GRANT PATTERSON
Investment Advisor RepresentativeCRD 7929128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOWLING GREEN, KY
WARREN
Location
BOWLING GREEN, KY
Headquartered in BOWLING GREEN, KY, anchoring the Bowling Green-Glasgow, KY metro in the South.
- Metro area
- Bowling Green-Glasgow, KY
- Region
- South
- County
- WARREN
- Address
- 701 Dishman Lane Ext
- Time zone
- CT (UTC-6)
- Office locations
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