Overview
Assets Under Management: $155 million
Headquarters: VERNON, CT
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
KEYNOTE FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130384), KEYNOTE FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
KEYNOTE FINANCIAL SERVICES, LLC is headquartered in VERNON, CT.
KEYNOTE FINANCIAL SERVICES, LLC serves 66 high-net-worth clients according to their SEC filing dated November 12, 2024. View client details ↓
According to their SEC Form ADV, KEYNOTE FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
KEYNOTE FINANCIAL SERVICES, LLC manages $155 million in client assets according to their SEC filing dated November 12, 2024.
According to their SEC Form ADV, KEYNOTE FINANCIAL SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 500
Discretionary Accounts: 500
Regulatory Filings
CRD Number: 130384
Last Filing Date: 2024-11-12 00:00:00
Website: https://gmail.com