Juno Financial Group LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 336362
- Registered since
- June 13, 2025
- Website
- www.junofinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans43.33%
- HNWI40.73%
- Individuals15.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Juno Financial Group LLC is an independent RIA registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its fee model includes percentage-of-AUM and fixed-fee engagements. The firm reports an owner-type of individual and does not operate as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$239M in ETFs
58%
$138M
21%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $29.1M | 342,154 | 12.17% |
Location
Richmond, VA
Henrico
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 1802 Bayberry Ct
- Time zone
- ET (UTC-5)
- Office locations
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