THE JOURNEYS GROUP, INC.
Firm details
- Headquarters
- WINTERVILLE, North Carolina
- CRD number
- 152275
- Website
- www.thejourneysgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Journeys Group, Inc. operates as an independent registered investment advisor (RIA) and serves a diverse client base, primarily consisting of individuals and families. The firm is structured as a corporation and is owned by an individual. As a capital allocator, The Journeys Group, Inc. engages in various advisory activities, including financial planning services, portfolio management for both individuals and small businesses, and the selection of other advisers. The firm also conducts educational seminars and workshops, enhancing its commitment to client education.
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities5%
Contacts
3 of 3GEORGE PATE
Managing MemberCRD 1305723
GEORGE PATE III
Financial AdvisorCRD 7164939
CASEY PATE
OwnerCRD 7804082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINTERVILLE, NC
PITT
Location
WINTERVILLE, NC
Headquartered in WINTERVILLE, NC, anchoring the Greenville-Kinston-Washington, NC metro in the South.
- Metro area
- Greenville-Kinston-Washington, NC
- Region
- South
- County
- PITT
- Address
- 222 Emily Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TYNDALL STROUD WEALTH MANAGEMENT, LLC
RIAWINTERVILLE, NC
VN CAPITAL MANAGEMENT, LLC
RIAGREENSBORO, NC
BRYANT & BRANNOCK, LLC.
RIADURHAM, NC
CROWN PRIVATE WEALTH, LLC
RIAMOORESVILLE, NC
SLP WEALTH
RIADURHAM, NC
POTTLE FINANCIAL SERVICES, INC
RIAPINEHURST, NC