Keynote Financial Services, LLC
● SEC registered since 2022CRD 130384SEC# 801-126600Vernon, CT
Reg. AUM
$227.4M
Employees
2
Accounts
536
Location
Vernon, CT
Keynote Financial Services, LLC assets under management
Keynote Financial Services, LLC is an SEC-registered investment adviser based in Vernon, CT. The firm has been registered since 2022. It reports $227.4 million in regulatory assets under management and employs 2 people.
Keynote Financial Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kent David Zahner Control | Member/Cco | Over 75% | 2004 |
Frequently asked questions
How much does Keynote Financial Services, LLC manage?
Keynote Financial Services, LLC reports $227.4 million in regulatory assets under management on its Form ADV.
How many employees does Keynote Financial Services, LLC have?
Keynote Financial Services, LLC reports 2 employees.
Where is Keynote Financial Services, LLC located?
Keynote Financial Services, LLC is based in Vernon, CT and has been SEC-registered since 2022.
Does Keynote Financial Services, LLC disclose fund performance?
Keynote Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7 Keynote Drive, Suite D, Vernon, CT 06066 |
| Phone | 860-875-5753 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.4M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$227.4Mregulatory AUM
Discretionary $227.4M