THE JOURNEYS GROUP, INC.

THE JOURNEYS GROUP, INC. of WINTERVILLE, NC is an SEC-registered investment adviser (CRD 152275). Regulatory assets under management: $63.0M.

Registration

• CRD: 152275
• Type: Registered investment adviser
• Location: 222 EMILY DR, WINTERVILLE, NC, 28590
• Phone: (252) 304-1019
• Latest filing: 2025-03-14
• Regulatory AUM: $63.0M
• Non-discretionary AUM: $63.0M
• Clients: 2
• Accounts: 372

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search