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KEYNOTE FINANCIAL SERVICES, LLC
CRD 130384 · SEC 801-126600
7 KEYNOTE DRIVE, SUITE D, VERNON, CT, 06066, United States
Phone
860-875-5753
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.4M
Discretionary AUM
$227.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $27.6M |
| High net worth individuals | 73 | $187.1M |
| Pension/profit sharing plans | 6 | $10.1M |
| Charitable organizations | 4 | $2.6M |
| Corporations/business entities | 1 | $50K |
States served
MA, CT
All web addresses on file
Official SEC filing: View on IAPD