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Building 2KREITLER FINANCIAL LLC

Map pinNEW HAVEN, CT
Phone203-867-4396
NotebookSEC #801-118881
Total AUM
$584.9M
Employees
10
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
265 CHURCH STREET
SUITE 501
NEW HAVEN
CT 06510
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
203-867-4396

ReceiptFinancials

Total AUM
$584.9M
Accounts
950
Discretionary
$580.7M
Accounts
944
Non-Discretionary
$4.2M
Accounts
6

ContactClients

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Individual Clients
64
AUM
$24M
HNW Individual Clients
109
AUM
$543.3M
Pension/Profit Sharing Plan Clients
1
AUM
$5.5M
Charitable Organization Clients
1
AUM
$12M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTFLMANCNHNYPATXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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