J
$541.9M Total AUM
$541.9M Disc. AUM
-- 3Y CAGR
8 Employees
321 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-13-2025
- Office Locations
- 1
Office Locations
1802 Bayberry Court Suite 203 Richmond VA
About Juno Financial Group LLC
Juno Financial Group LLC is a Richmond-based RIA. The firm has been operating for 1 years. Managing $541.9M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
37 AVG AGE
$108.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
0.8 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PAUL JOSEPH MELNICK JR
Chief Executive Officer
- CRD
- #2305638
- Ownership
- 75% or more
Available
Available
Available
Brett Corsello
PORTFOLIO MANAGER
- CRD
- #7418316
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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CATHERINE HUNT
Client Relationship Associate
- CRD
- #7894351
Available
Available
Available
K
Kent Stanfield Leafstedt
--
- CRD
- #8264031
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $541,908,916 | $768,665 |
| Non-Discretionary | $0 | -- |
| Total | $541,908,916 | $768,665 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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