Sign in Sign up for free

Tnjourney LLC (Oakdale)


Tnjourney LLC is a large advisory firm based in Oakdale. It manages $243.37 million of regulatory assets for 762 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Florida, Minnesota, and 3 other states.

Logo



Tnjourney provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and investment consulting. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tnjourney: assets under management

The assets under management (AUM) of Tnjourney LLC is $243.37 million. The firm's AUM has grown by 109% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $217.44 million in discretionary accounts and $25.93 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $315.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $355.2 thousand.
Tnjourney has custody of $6.75 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tnjourney LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oakdale

The principal office where Tnjourney LLC performs its advisory services is located at 1099 Helmo Ave.North, Oakdale, MN 55128, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 651-735-5878 or by fax 651-735-5881. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.tnjourney.com.


Registered investment advisers similar to Tnjourney LLC