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Robert Philip Kreitler

KREITLER FINANCIAL LLC·NEW HAVEN, Connecticut
Unclaimed Profile
265 CHURCH STREET, NEW HAVEN, CT 06510CRD# 1402831Firm CRD# 309056
01

About

Robert Philip Kreitler is a registered financial advisor based in NEW HAVEN, Connecticut, affiliated with KREITLER FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KREITLER FINANCIAL LLC
KREITLER FINANCIAL LLC
AUM
$477M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KREITLER FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1402831
Firm CRD# 309056
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Philip Kreitler offer?
Robert Philip Kreitler specializes in Financial Planning, Investment Management. Contact their office in NEW HAVEN, Connecticut for a consultation.
What are Robert Philip Kreitler's credentials?
Robert Philip Kreitler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Philip Kreitler located?
Robert Philip Kreitler is based in NEW HAVEN, Connecticut, working with KREITLER FINANCIAL LLC. Their office serves clients in the NEW HAVEN metropolitan area and surrounding communities.
How does Robert Philip Kreitler charge for services?
Robert Philip Kreitler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KREITLER FINANCIAL LLC?
KREITLER FINANCIAL LLC has approximately 11 employees and manages $477M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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