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KREITLER FINANCIAL LLC
KREITLER FINANCIAL LLC
NEW HAVEN, Connecticut
·
4 registered advisors
·
CRD# 309056
SEC# 801-118881
0
203-867-4396
01
Firm Overview
AUM
$477M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at KREITLER FINANCIAL LLC
4 registered advisors
Charles Francis Kreitler
NEW HAVEN, Connecticut
CRD# 4923222
Dwayne Michael Tyril
NEW HAVEN, Connecticut
CRD# 7001946
Robert Philip Kreitler
NEW HAVEN, Connecticut
CRD# 1402831
Sandra Lee Blanchard
NEW HAVEN, Connecticut
CRD# 2398989
05
Office Locations
NEW HAVEN, Connecticut
4 advisors
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Data sourced from SEC Form ADV filings. KREITLER FINANCIAL LLC (CRD# 309056) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.