KEYNOTE FINANCIAL SERVICES, LLC
Tel: 860-875-5753 7 Keynote Drive Suite D Vernon, Connecticut 06066
About KEYNOTE FINANCIAL SERVICES, LLC
KEYNOTE FINANCIAL SERVICES, LLC is a Vernon, Connecticut based financial advisory firm with nearly $154,749,434 in assets under management and provides investment advisory services for 500 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
130384
Firm SEC#:
801-126600
Assets Under Management:
$154,749,434
No. of Clients:
500
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
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