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Building 2JUNO FINANCIAL GROUP LLC

Map pinRICHMOND, VA
Phone804-500-6464
NotebookSEC #801-132999
Total AUM
$541.9M
Employees
8
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1802 BAYBERRY COURT
SUITE 203
RICHMOND
VA 23226
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
804-500-6464

ReceiptFinancials

Total AUM
$541.9M
Accounts
705
Discretionary
$541.9M
Accounts
705
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
221
AUM
$86.4M
HNW Individual Clients
84
AUM
$220.7M
Pension/Profit Sharing Plan Clients
16
AUM
$234.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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