JOURNEY ADVISORY GROUP, LLC

JOURNEY ADVISORY GROUP, LLC of COVINGTON, KY is an SEC-registered investment adviser (CRD 171919). Regulatory assets under management: $1.7B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (25)

NameRoleLocation
Andy John ArmstrongCHIEF COMPLIANCE OFFICER
James William OwensMEMBER
Tyler Selby LangMANAGING MEMBER
Michael J WhelanCHIEF OPERATIONS OFFICER AND MEMBER
Stephan Graig LangMEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985)
Robin Minto LangTRUSTEE OF STEPHAN LANG FAMILY TRUST
Kathryn C McneelyMEMBER
Richard Eric PettwayCHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST
Jill Lauren HensonMEMBER
Laura Suzanne MoschelMEMBER
ARMSTRONG ANDY JOHNCHIEF COMPLIANCE OFFICER
LANG TYLER SELBYELECTED MANAGER; ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER; ELECTED MANAGER AND MEMBER (+3 more)
LANG STEPHAN GRAIGELECTED MANAGER; MANAGING DIRECTOR; MEMBER (+3 more)
LANG EVAN BRYANMANAGING DIRECTOR
BREWER MICHAEL PATRICKMANAGING DIRECTOR, MEMBER
LANG STEPHANMANAGING DIRECTOR
WHELAN EDWARD JCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND MEMBER; CHIEF OPERATIONS OFFICER AND MEMBER
LANG ROBIN MINTOTRUSTEE; TRUSTEE OF STEPHAN LANG FAMILY TRUST
RITTER THOMAS JAMESDIRECTOR OF COMPLIANCE
OWENS JAMES WILLIAMMEMBER
MCNEELY KATHRYN CMEMBER
Pettway Richard EricCHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST
HENSON JILL LAURENMEMBER
Moschel Laura SuzanneMEMBER
Michael J. WhelanCHIEF OPERATIONS OFFICER AND MEMBER

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