Juno Financial Group Llc
- Regulatory AUM
- $542M
- Discretionary
- $542M
- Clients
- 321
- Avg AUM / client
- $1.7M
- Accounts
- 705
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 221 | $86.4M | 15.9% |
| High net worth individuals | 84 | $221M | 40.7% |
| Pension and profit sharing plans | 16 | $235M | 43.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Offit Kurman, P.A. 401(k) Profit Sharing Plan Offit Kurman, P.A. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Corsello | Registered representative | CFA | Jun 2025 (1y) | |
| James Michael Gift | Registered representative | CFP | Jun 2025 (1y) | |
| Paul Joseph Melnick | Registered representative | CFP | Jun 2025 (1y) | |
| Paul Joseph Melnick | Registered representative | Jun 2025 (1y) | ||
| Catherine Hunt | Registered representative | Apr 2026 (0y) | ||
| Kent Stanfield Leafstedt | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Offit Kurman, P.A. 401(k) Profit Sharing Plan | Offit Kurman, P.A. | 524 | $86.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 948 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $297M (55% of AUM) Feb 2026
- Fidelity Brokerage Services $194M (36% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗