JOURNEY FINANCIAL GROUP, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Illinois, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	8
Registered Broker-Dealer Representatives	6
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	6
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	933	$234.3M
Non-Discretionary	9	$1.7M
Total	942	$236.0M

Clients

Type	Number	RAUM
Individuals	451	$112.9M
HNW Individuals	72	$122.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$270,487
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	40
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	234.9M
Both for Same	0

Portfolio Manager to Program	Sponsor
THE WEALTH MANAGEMENT PLATFORM - ADVISOR MANAGED PORTFOLIOS	VISION2020 WEALTH MANAGEMENT CORP.

Identifiers

SEC RIA File Number	801-79263
SEC ERA File Number	801-79263
SEC CIK Numbers	None
SEC CRD Numbers	123565
Legal Entity Identifier	None

Principal Office

1110 W. LAKE COOK ROAD
SUITE 265B
BUFFALO GROVE
IL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic