KEYNOTE FINANCIAL SERVICES, LLC
CRD #130384 SEC #801-126600 VERNON, CT 860-875-5753
SEC Registered
Total AUM
$182M
Discretionary
$182M
Employees
2
Clients
0
Accounts
517
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $182M | $182M | $0 | 2 | 0 |
| Nov 2024 | $154.7M | $154.7M | $0 | 2 | 0 |
| Mar 2024 | $154.7M | $154.7M | $0 | 2 | 0 |
| Mar 2023 | $134.4M | $134.4M | $0 | 2 | 0 |
| Sep 2022 | $132M | $127M | $5M | 2 | 0 |
| Aug 2022 | $132M | $127M | $5M | 2 | 0 |
DateMar 2025
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$132M
Discretionary$127M
Non-Disc.$5M
Employees2
Clients0
DateAug 2022
Total AUM$132M
Discretionary$127M
Non-Disc.$5M
Employees2
Clients0