Overview
Assets Under Management: $542 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 84
Average Client Assets: $3 million
Frequently Asked Questions
JUNO FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336362), JUNO FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
JUNO FINANCIAL GROUP LLC is headquartered in RICHMOND, VA.
JUNO FINANCIAL GROUP LLC serves 84 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, JUNO FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
JUNO FINANCIAL GROUP LLC manages $542 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, JUNO FINANCIAL GROUP LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.73
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 705
Discretionary Accounts: 705
Regulatory Filings
CRD Number: 336362
Filing ID: 2051056
Last Filing Date: 2026-02-12 08:36:14