Journey Advisory is an investment advisor in Covington with $837.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471164712
SEC advisor number
801-79934
FINRA CRD number
171919
AUM ?
$837.44 mm
(as of 6 Apr 23)
Accounts
1,527
(as of 6 Apr 23)
Employees
19
(11 investment advisory or research)
Office hours
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lang, Tyler, Selby | Managing Member | 06/2014 | 50-75% |
Whelan, Michael, J. | Chief Operations Officer and Member | 10/2019 | < 5% |
Lang, Stephan, Graig | Member, Trustee of Stephan Lang Family Trust(since 12/1985) | 08/2013 | < 5% |
Stephan Lang Family Trust Dated 12/9/1985 | Member | 06/2014 | 25-50% |
Lang, Robin, Minto | Trustee of Stephan Lang Family Trust | 12/1985 | < 5% |
Owens, James, William | Member | 01/2020 | < 5% |
Mcneely, Kathryn, C | Member | 01/2020 | < 5% |
Pettway, Richard, Eric | Chief Investment Officer, Trustee of Richard Eric Randolph Pettway Trust | 08/2020 | < 5% |
Richard Eric R Pettway Rev Trust Dated 10/21/99 | Member | 08/2020 | < 5% |
Armstrong, Andy, John | Chief Compliance Officer | 04/2021 | < 5% |
Henson, Jill, Lauren | Member | 01/2022 | < 5% |
Moschel, Laura, Suzanne | Member | 01/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22