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JUNO FINANCIAL GROUP LLC
CRD 336362 · SEC 801-132999
1802 BAYBERRY COURT, SUITE 203, RICHMOND, VA, 23226, United States
Phone
804-500-6464
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$541.9M
Discretionary AUM
$541.9M
Team
8 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $86.4M |
| High net worth individuals | 84 | $220.7M |
| Pension/profit sharing plans | 16 | $234.8M |
States served
MD, NC, PA, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD