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
https://www.linkedin.com/company/companions-on-your-journey/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL, LA

Financial Advisors at Companions On Your Journey
Showing 1 - 1 of 1 top financial advisors.
1
Alexandra Baig, financial advisor Brookfield IL
Alexandra C. Baig
CRD#: 4716679
Brookfield, IL

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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