Kreitler Financial LLC
● SEC registered since 2020CRD 309056SEC# 801-118881New Haven, CT
Reg. AUM
$584.9M
Employees
10
Accounts
950
Location
New Haven, CT
Kreitler Financial LLC assets under management
Kreitler Financial LLC is an SEC-registered investment adviser based in New Haven, CT. The firm has been registered since 2020. It reports $584.9 million in regulatory assets under management and employs 10 people.
Kreitler Financial LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Francis Kreitler Control | Chief Compliance Officer/Managing Member | Over 75% | 2020 |
| Dwayne Michael Tyril Control | Director, Investments | Under 5% | 2020 |
| Melissa Ann Taylor Control | Chief Operating Officer/Integrator | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Kreitler Financial LLC manage?
Kreitler Financial LLC reports $584.9 million in regulatory assets under management on its Form ADV.
How many employees does Kreitler Financial LLC have?
Kreitler Financial LLC reports 10 employees.
Where is Kreitler Financial LLC located?
Kreitler Financial LLC is based in New Haven, CT and has been SEC-registered since 2020.
Does Kreitler Financial LLC disclose fund performance?
Kreitler Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 265 Church Street, Suite 501, New Haven, CT 06510 |
| Phone | 203-867-4396 |
| Fax | 203-867-4398 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$584.9M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$584.9Mregulatory AUM
Discretionary $580.7MNon-discretionary $4.2M