Companions On Your Journey
Companions On Your Journey (CRD# 292618) is a financial advisory firm headquartered in , . They manage $1,892,000 in 9 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Companions On Your Journey
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$210,222
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, LA
Financial Advisors at Companions On Your Journey
1
Alexandra Baig (CRD# 4716679) is an Investment Advisor Representative working at Companions On Your Journey in Brookfield, IL and has over 20 years of experience in the finance industry.
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