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KREITLER FINANCIAL LLC
CRD 309056 · SEC 801-118881
265 CHURCH STREET, SUITE 501, NEW HAVEN, CT, 06510, United States
Phone
203-867-4396
Fax
203-867-4398
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$584.9M
Discretionary AUM
$580.7M
Team
10 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $24.0M |
| High net worth individuals | 109 | $543.3M |
States served
VT, CO, MA, NY, NC, PA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/beau-tillinghast-cfp%C2%AE-47a989a6/
- https://www.linkedin.com/in/kersti-melchiore-5539a525/
- https://www.linkedin.com/in/alyse-lapaglia-uzarski-21892024/
- https://www.linkedin.com/in/dwayne-t-66980577/
- https://www.linkedin.com/company/15535533/admin/
- https://www.kreitlerfinancial.com
- https://www.linkedin.com/in/charleskreitler/
- https://www.linkedin.com/in/sandra-blanchard-57437a208/
- https://www.linkedin.com/in/jake-ness-cfp%C2%AE-832498254/
- https://www.linkedin.com/in/melissa-a-taylor/
- https://www.linkedin.com/in/maxrosstrachten/
Official SEC filing: View on IAPD