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KREITLER FINANCIAL LLC
265 Church Street
Suite 501
New Haven, Connecticut 06510
Tel: 203-867-4396
About KREITLER FINANCIAL LLC
KREITLER FINANCIAL LLC, formally registered with the SEC as KREITLER FINANCIAL LLC. The firm was established in 06/09/2020. They have over 1 offices throughout the country.
KREITLER FINANCIAL LLC is a New Haven, Connecticut based Financial Planning firm with nearly $476,729,810 assets under management, offering retirement planning & investment advisory services to 884 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309056 |
| SEC# | 801-118881 |
| Assets Managed by Firm | $476,729,810 |
| No. of Clients | 884 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 884 | $476,729,810 |
| Individuals (other than high net worth individuals) | 50 | $17,077,659 |
| High net worth individuals | 94 | $444,896,516 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,371,705 |
| Charitable organizations | Fewer than 5 clients | $10,383,930 |
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