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 registered investment adviser that serves both individual/family and institutional clients. The firm charges percentage-of-AUM and fixed fees for advisory work and provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Juno does not position itself as a capital allocator, is not marked as an active ESG investor, and is not identified as a multistate adviser in the source data. The firm’s organizational form is a limited liability company with individual ownership. Its SEC registration year is listed as 2025, and it reports acting as a pension consultant as part of its service mix.
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
2 of 2
Paul Melnick
CEOCRD 2305638
James Gift
Chief Compliance Officer and Managing DirectorCRD 5963620
Contacts
3 of 4
Paul Melnick
Financial Planning ProfessionalCRD 7182667
Brett Corsello
Portfolio ManagerCRD 7418316
Catherine Hunt
Associate Financial AdvisorCRD 7894351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$241M in ETFs
58%
$140M
21%
$100M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $28.8M | 337,147 | 11.98% |
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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