Journey Advisory Group

Finance · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

15 W 5th St, Covington, Kentucky, 41011,...

Phone Number

(859) 888-0356

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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2

About Journey Advisory Group

Journey Advisory Group (JAG) is a Registered Investment Advisor (RIA), headquartered in Covington, Kentucky, with a presence in Ohio, Kentucky, Texas and California. The independent firm's holistic and personalized service offering includes financial planning, investment management, tax planning, estate planning, retirement planning, insurance planning, and business succession planning. Journey Advisory Group partners with its clients every step of the way and takes the time to genuinely understand what's important to them.Explore more
Journey Advisory Group's Social MediaPopular SearchesJourney Advisory GroupJourney Advisory Group LLCLang Advisors LLCLang AdvisorsLang Properties LLCSIC Code 62,628NAICS Code 52,523Show more

Journey Advisory Group Org Chart

PhoneEmail
EP
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Chief Investment Officer

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Director, Finance & Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Journey Advisory Group

$5.2M
11-50
Private
-
2013
EP
Eric PettwayChief Investment Officer
$7M
1-10
Private
-
2003
DG
Dylan GoisManager, Client Services
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
2017
Dennis Coral, Managing Director - Wealth Advisor at Coral Wealth Management
Dennis CoralManaging Director - Wealth Advisor
<$5M
1-10
Private
-
2016
FK
Fadi KhouryManaging Partner and Financial Advisor
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Journey Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Journey Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Journey Advisory Group.

Journey Advisory Group Tech Stack

A closer look at the technologies used by Journey Advisory Group

Journey Advisory Group News & Media

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Frequently Asked Questions Regarding Journey Advisory Group

What is Journey Advisory Group's official website?
Journey Advisory Group's official website is journeyadvisory.group
What is Journey Advisory Group's Revenue?
Journey Advisory Group's revenue is $5.2 Million
What is Journey Advisory Group's SIC code?
Journey Advisory Group's SIC: 62,628
What is Journey Advisory Group's NAICS code?
Journey Advisory Group's NAICS: 52,523
How many employees does Journey Advisory Group have?
Journey Advisory Group has 11-50 employees
What industry does Journey Advisory Group belong to?
Journey Advisory Group is in the industry of: Finance, Securities Trading
What is Journey Advisory Group competition?
Journey Advisory Group top competitors include: Coral Wealth Management, Bagby Wealth Management, Legacy Investment Planning, Mainsail Advisor Group
What technology does Journey Advisory Group use?
Some of the popular technologies that Journey Advisory Group uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Microsoft Exchange Online
How do I contact Journey Advisory Group?
Journey Advisory Group contact info: Phone number: (859) 888-0356 Website: journeyadvisory.group
What does Journey Advisory Group do?

Journey Advisory Group (JAG) is a Registered Investment Advisor (RIA), headquartered in Covington, Kentucky, with a presence in Ohio, Kentucky, Texas and California. The independent firm's holistic and personalized service offering includes financial planning, investment management, tax planning, estate planning, retirement planning, insurance plan... ning, and business succession planning. Journey Advisory Group partners with its clients every step of the way and takes the time to genuinely understand what's important to them.Read More

What are Journey Advisory Group social media links?
Journey Advisory Group Linkedin page Journey Advisory Group Facebook page
Is Journey Advisory Group a public company?
Journey Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Journey Advisory Group

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