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- Custodian
- Raymond James · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-09-2020
- Office Locations
- 1
Office Locations
About Kreitler Financial LLC
Kreitler Financial is a New Haven, CT wealth management firm serving successful individuals and business owners with comprehensive financial planning—from discovery and written objectives through strategy and ongoing retirement, tax, and legacy planning. The team builds and implements total-return portfolios, typically managing client assets as a unified portfolio even when held across multiple institutions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES FRANCIS KREITLER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4923222
- Ownership
- 75% or more
MELISSA ANN TAYLOR
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JACOB WILLIAM NESS
Director
- CRD
- #5705819
ALYSE ROSE UZARSKI
Director
- CRD
- #5825595
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $580,723,551 | $615,173 |
| Non-Discretionary | $4,182,335 | $697,056 |
| Total | $584,905,886 | $615,690 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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