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| Keynote Financial Services LLC
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| CRD # | 130384 |
| SEC # | 801-126600 |
| CIK # | 0002026127 |
| AUM | 227.4 M (2026-03-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 860-875-5753 |
| Address | 7 Keynote Drive Vernon, CT 06066 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002026127 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.5 | ||
| AbbVie Inc | 8.5 | ||
| United Technologies Corp /DE/ | 5.3 | ||
| Alphabet Inc | 4.6 | ||
| Lumentum Holdings Inc | 4.0 | ||
| Microsoft Corp | 3.9 | ||
| AT&T Inc | 3.5 | ||
| Intel Corp | 3.5 | ||
| Occidental Petroleum Corp /DE/ | 3.3 | ||
| SJW Corp | 3.2 | ||
| Johnson & Johnson | 3.0 | ||
| Procter & Gamble Co | 2.8 | ||
| Verizon Communications Inc | 2.7 | ||
| Pfizer Inc | 2.7 | ||
| Abbott Laboratories | 2.6 | ||
| Amgen Inc | 2.2 | ||
| CVS Caremark Corp | 2.1 | ||
| Bristol Myers Squibb Co | 1.9 | ||
| Amazon Com Inc | 1.9 | ||
| Caterpillar Inc | 1.9 | ||
| Micron Technology Inc | 1.9 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Lockheed Martin Corp | 1.8 | ||
| Nvidia Corp | 1.8 | ||
| Merck & Co Inc | 1.8 | ||
| Lilly Eli & Co | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 27.6 |
| (b) Individuals (high net worth individuals) | 73 | 187.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.1 |
| (h) Charitable organizations | 4 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 536 | 227.4 |
| By Discretionary | ||
| Discretionary | 536 | 227.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 536 | 227.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.4 | |
| Total | 536 | 227.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002026127] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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