Keynote Financial Services, LLC
Keynote Financial Services, LLC is a RIA based in Vernon Rockville, CT with $51M in AUM and with 2 advisors nationwide. Kent David Zahner is the majority owner of the firm and has been in this role with the firm since 2004.
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Firm Assets Under Management
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable.
The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
Executives and Control Persons
Affiliated Investment Advisors and Broker Dealers
No firm affiliates listed.
Principal Office & Place of Business
7 Keynote Drive
Firm Compensation Arrangements
Types of Compensation Arrangements
Percentage of Assets
Other: SELECTION OF OTHER ADVISORS