LP Profile

Kreitler Financial

Also known as kreitler financial

Wealth ManagerNew Haven, United StatesFounded 1985
New Haven
Headquarters
Investment Focus

About Kreitler Financial

Kreitler Financial is a wealth manager based in New Haven, US. Founded in 1985.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Kreitler Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$584.9M
Total Clients
950
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Kreitler Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Kreitler Financial?

Kreitler Financial is a wealth manager based in New Haven, United States.

Where is Kreitler Financial headquartered?

Kreitler Financial is headquartered in New Haven, United States.

When was Kreitler Financial founded?

Kreitler Financial was founded in 1985.

How can I contact Kreitler Financial?

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