RIA Intel›Advisers›Illinois›COMPANIONS ON YOUR JOURNEY, LLC

COMPANIONS ON YOUR JOURNEY, LLC

Advisory

IL

Data as of Apr 5, 2023 · Source: SEC Form ADV

Rank in IL

#1,659

of 1,719 advisers by AUM

Average account

$210K

across 9 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 5, 2023.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$262K

Non-Discretionary AUM$2M

Discretionary %13.8%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

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Closest by assets under management. All figures from Form ADV.

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DALE CHARLES MALEY

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