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| Juno Financial Group LLC
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|---|---|
| CRD # | 336362 |
| SEC # | 801-132999 |
| CIK # | 0002106874, 0002035583 |
| AUM | 541.9 M (2026-02-12) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-500-6464 |
| Address | 1802 Bayberry Court Richmond, VA 23226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002106874 0002035583 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.2 | ||
| Deere & Co | 5.0 | ||
| Wal Mart Stores Inc | 4.4 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Procter & Gamble Co | 4.0 | ||
| Palo Alto Networks Inc | 4.0 | ||
| Lilly Eli & Co | 3.5 | ||
| Chevron Corp | 3.1 | ||
| Uber Technologies Inc | 3.0 | ||
| Alphabet Inc | 2.9 | ||
| Netflix Inc | 2.8 | ||
| Lowes Companies Inc | 2.8 | ||
| PepsiCo Inc | 2.8 | ||
| Schwab Charles Corp | 2.6 | ||
| Danaher Corp /DE/ | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 86.4 |
| (b) Individuals (high net worth individuals) | 84 | 220.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 234.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 705 | 541.9 |
| By Discretionary | ||
| Discretionary | 705 | 541.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 705 | 541.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 541.9 | |
| Total | 705 | 541.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002035583] | |
| 13F-HR | [0002106874] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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Gray Private Wealth LLC
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