Keynote Financial Services, LLC
Keynote Financial Services, LLC is an SEC-registered wealth manager in Vernon, CT with $227.4M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Keynote Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130384, SEC 801-126600, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $227.4M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Vernon, CT
- Employees
- 2
- Clients
- 209
- CRD
- 130384
- Ownership
- ZAHNER, KENT, DAVID
How much AUM does Keynote Financial Services, LLC have?
Keynote Financial Services, LLC reported $227.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Keynote Financial Services, LLC?
Disclosed owners and executives of Keynote Financial Services, LLC include ZAHNER, KENT, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.