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JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

Tel: 208-552-9169
3040 E 17th Street
Suite 2
Ammon, Idaho  83406

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JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC is a Ammon, Idaho based financial advisory firm with nearly $127,320,527 in assets under management and provides investment advisory services for 1716 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

315237

SEC#:

801-122085

No. of Clients:

1716

Assets under Management

$127,320,527

No. of Advisors:

7

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