The Journeys Group, Inc.

The Journeys Group, Inc. (CRD# 152275) is a financial advisory firm headquartered in Ayden, NC. They manage $58,000,000 in 245 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
556 Third St, Ayden, NC 28513
https://www.thejourneysgroup.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $236,735
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at The Journeys Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
George Pate Iii, financial advisor Ayden NC
George T. Pate Iii
CRD#: 7164939
556 Third St, Ayden, NC 28513

George Pate Iii (CRD# 7164939) is an Investment Advisor Representative working at The Journeys Group, Inc. in Ayden, NC and has over 4 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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