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Juno Financial Group LLC

● SEC registered since 2025CRD 336362SEC# 801-132999Richmond, VA
Export (members)
Reg. AUM
$541.9M
Employees
8
Accounts
705
Location
Richmond, VA

Juno Financial Group LLC assets under management

Juno Financial Group LLC operates as an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2025. It reports $541.9 million in regulatory assets under management and employs 8 people.

Juno Financial Group LLC owners & executives

3 reported
NameTitleOwnershipSince
Brett Corsello ControlPortfolio Manager10-25%2025
James Michael Gift ControlChief Compliance Officer, Managing Partner10-25%2024
Paul Joseph Melnick ControlChief Executive OfficerOver 75%2018

Frequently asked questions

How much does Juno Financial Group LLC manage?

Juno Financial Group LLC reports $541.9 million in regulatory assets under management on its Form ADV.

How many employees does Juno Financial Group LLC have?

Juno Financial Group LLC reports 8 employees.

Where is Juno Financial Group LLC located?

Juno Financial Group LLC is based in Richmond, VA and has been SEC-registered since 2025.

Does Juno Financial Group LLC disclose fund performance?

Juno Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1802 Bayberry Court, Suite 203, Richmond, VA 23226
Phone804-500-6464
Office hours8:30a.m. - 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$541.9M▲ 4%
Sep '25 — $521.5MOct '25 — $521.5MNov '25 — $521.5MDec '25 — $521.5MJan '26 — $521.5MFeb '26 — $541.9MMar '26 — $541.9MApr '26 — $541.9MMay '26 — $541.9MJun '26 — $541.9M
Sep '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$541.9Mregulatory AUM
Discretionary $541.9M