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Building 2KEYNOTE FINANCIAL SERVICES, LLC

Map pinVERNON, CT
Phone860-875-5753
NotebookSEC #801-126600
Total AUM
$227.4M
Employees
2
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 KEYNOTE DRIVE
SUITE D
VERNON
CT 06066
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
860-875-5753

ReceiptFinancials

Total AUM
$227.4M
Accounts
536
Discretionary
$227.4M
Accounts
536
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$27.6M
HNW Individual Clients
73
AUM
$187.1M
Pension/Profit Sharing Plan Clients
6
AUM
$10.1M
Charitable Organization Clients
4
AUM
$2.6M
Corporation or Business Clients
1
AUM
$50.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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