| 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 |
| Robert Kreitler 2021 Trust for the Family of Charles Kreitler | Trust | 10-25% | 2021 |
Kreitler Financial LLC reports $514.9 million in regulatory assets under management on its Form ADV.
Kreitler Financial LLC reports 10 employees.
Kreitler Financial LLC is based in New Haven, CT and has been SEC-registered since 2020.
Kreitler Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $511.2M |
| Non-discretionary | $3.7M |
| Total (RAUM) | $514.9M |