KREITLER FINANCIAL LLC
New Haven, Connecticut
Kreitler Financial LLC, headquartered in New Haven, CT, is a prominent local investment advisory firm with a singular focus on providing exceptional financial management services. With a solid reputation built on trust and expertise, the company caters to over 50 discerning individual clients, entrusted with a substantial $435,142,000 in assets under management. Dedicated to personalized service, Kreitler Financial LLC boasts a team of 11 highly skilled professionals, 7 of whom specialize in investment advisory services. Their combined experience and deep industry knowledge allow them to deliver tailored financial solutions that ...
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Assets Under Mgmt

$435.14M

Investment Professionals

7

Locations

0

% 401K & Individual

4%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
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