Trustee of Stephan Lang Family Trust · Journey Advisory Group, LLC
Robin M. Lang
CRD 6776798 · Named on Form ADV at one SEC-registered adviser
At a glance
Journey Advisory Group, LLC, an SEC-registered wealth manager based in Covington, KY with $1.7 billion in regulatory assets, lists Robin M. Lang on its Form ADV as Trustee of Stephan Lang Family Trust, a control person.
Firms and roles
- Journey Advisory Group, LLCTrustee of Stephan Lang Family TrustWealth manager · Covington, KY · $1.7B in regulatory assets
AtlasMembers
Robin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (10)
- Tyler S. LangManaging Member, Journey Advisory Group, LLC
- Michael J. WhelanMember, Journey Advisory Group, LLC
- Stephan G. LangMember, Trustee of Stephan Lang Family Trust(since 12/1985), Journey Advisory Group, LLC
- James W. OwensMember, Journey Advisory Group, LLC
- Kathryn C McNeelyMember, Journey Advisory Group, LLC
5 more people named with Robin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.