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Home > Retirement Planners > connecticut > vernon > KEYNOTE FINANCIAL SERVICES, LLC
KEYNOTE FINANCIAL SERVICES, LLC
7 Keynote Drive
Suite D
Vernon, Connecticut 06066
Tel: 860-875-5753
About KEYNOTE FINANCIAL SERVICES, LLC
KEYNOTE FINANCIAL SERVICES, LLC, formally registered with the SEC as KEYNOTE FINANCIAL SERVICES, LLC. The firm was established in 09/22/2022. They have over 1 offices throughout the country.
KEYNOTE FINANCIAL SERVICES, LLC is a Vernon, Connecticut based Financial Planning firm with nearly $154,749,434 assets under management, offering retirement planning & investment advisory services to 500 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130384 |
| SEC# | 801-126600 |
| Assets Managed by Firm | $154,749,434 |
| No. of Clients | 500 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 500 | $154,749,434 |
| Individuals (other than high net worth individuals) | 141 | $35,478,942 |
| High net worth individuals | 56 | $110,590,967 |
| Pension and profit sharing plans | 7 | $6,413,040 |
| Charitable organizations | 4 | $2,266,485 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
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