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, privately owned registered investment adviser that positions itself as a hybrid wealth and institutional advisory practice. The firm is SEC-registered (2025) and reports an owner-type of an individual principal. Its client mix spans high-net-worth individuals and families as well as institutional and business clients. Primary advisory capabilities include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as 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
2 of 2PAUL MELNICK
CEOCRD 2305638
JAMES GIFT
Chief Compliance Officer and Managing DirectorCRD 5963620
Contacts
3 of 5PAUL MELNICK
Financial Planning ProfessionalCRD 7182667
PATRICIA LUMPKIN
Relationship ManagerCRD 1171495
Brett Corsello
Portfolio ManagerCRD 7418316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$218M in ETFs
61%
$132M
22%
$86M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $25.6M | 331,903 | 11.76% |
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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