Journey Wealth Partners
Journey Wealth Partners (CRD# 147017) is a financial advisory firm headquartered in Concord, MA. They manage $60,037,519 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$1,819,319
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Journey Wealth Partners
1
Margaret "Peggy" M. McGillin
CRD#:
5095058
Concord Professional Center, 747 Main Street, Suite 120,
Concord,
MA
01742
Margaret McGillin (CRD# 5095058) is an Investment Advisor Representative working at Journey Financial Planners, LLC in Concord, MA and has over 9 years of experience in the finance industry.
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