KREITLER FINANCIAL LLC
CRD #309056 SEC #801-118881 NEW HAVEN, CT 203-867-4396
SEC Registered
Total AUM
$514.9M
Discretionary
$511.2M
Employees
10
Clients
101
Accounts
917
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $514.9M | $511.2M | $3.7M | 10 | 0 |
| Mar 2025 | $514.9M | $511.2M | $3.7M | 10 | 0 |
| Mar 2025 | $514.9M | $511.2M | $3.7M | 10 | 0 |
| Jan 2025 | $476.7M | $472.8M | $3.9M | 11 | 0 |
| Mar 2024 | $476.7M | $472.8M | $3.9M | 11 | 0 |
| Mar 2024 | $476.7M | $472.8M | $3.9M | 11 | 0 |
| Aug 2023 | $435.1M | $430.3M | $4.8M | 11 | 0 |
| Jul 2023 | $435.1M | $430.3M | $4.8M | 11 | 0 |
| Apr 2023 | $435.1M | $430.3M | $4.8M | 11 | 0 |
| Apr 2023 | $435.1M | $430.3M | $4.8M | 11 | 0 |
| Mar 2023 | $435.1M | $430.3M | $4.8M | 11 | 0 |
| Mar 2023 | $435.1M | $430.3M | $4.8M | 11 | 0 |
| Oct 2022 | $483.5M | $478.4M | $5.1M | 11 | 0 |
| Mar 2022 | $483.5M | $478.4M | $5.1M | 11 | 0 |
| Mar 2022 | $483.5M | $478.4M | $5.1M | 11 | 0 |
| Feb 2022 | $423.9M | $420.7M | $3.3M | 10 | 0 |
| Mar 2021 | $423.9M | $420.7M | $3.3M | 10 | 0 |
| Mar 2021 | $423.9M | $420.7M | $3.3M | 10 | 0 |
| Jan 2021 | $380.2M | $377.2M | $3.1M | 9 | 0 |
| Oct 2020 | $380.2M | $377.2M | $3.1M | 9 | 0 |
| Jun 2020 | $0 | $0 | $0 | 9 | 0 |
| May 2020 | $0 | $0 | $0 | 9 | 0 |
DateMar 2025
Total AUM$514.9M
Discretionary$511.2M
Non-Disc.$3.7M
Employees10
Clients0
DateMar 2025
Total AUM$514.9M
Discretionary$511.2M
Non-Disc.$3.7M
Employees10
Clients0
DateMar 2025
Total AUM$514.9M
Discretionary$511.2M
Non-Disc.$3.7M
Employees10
Clients0
DateJan 2025
Total AUM$476.7M
Discretionary$472.8M
Non-Disc.$3.9M
Employees11
Clients0
DateMar 2024
Total AUM$476.7M
Discretionary$472.8M
Non-Disc.$3.9M
Employees11
Clients0
DateMar 2024
Total AUM$476.7M
Discretionary$472.8M
Non-Disc.$3.9M
Employees11
Clients0
DateAug 2023
Total AUM$435.1M
Discretionary$430.3M
Non-Disc.$4.8M
Employees11
Clients0
DateJul 2023
Total AUM$435.1M
Discretionary$430.3M
Non-Disc.$4.8M
Employees11
Clients0
DateApr 2023
Total AUM$435.1M
Discretionary$430.3M
Non-Disc.$4.8M
Employees11
Clients0
DateApr 2023
Total AUM$435.1M
Discretionary$430.3M
Non-Disc.$4.8M
Employees11
Clients0
DateMar 2023
Total AUM$435.1M
Discretionary$430.3M
Non-Disc.$4.8M
Employees11
Clients0
DateMar 2023
Total AUM$435.1M
Discretionary$430.3M
Non-Disc.$4.8M
Employees11
Clients0
DateOct 2022
Total AUM$483.5M
Discretionary$478.4M
Non-Disc.$5.1M
Employees11
Clients0
DateMar 2022
Total AUM$483.5M
Discretionary$478.4M
Non-Disc.$5.1M
Employees11
Clients0
DateMar 2022
Total AUM$483.5M
Discretionary$478.4M
Non-Disc.$5.1M
Employees11
Clients0
DateFeb 2022
Total AUM$423.9M
Discretionary$420.7M
Non-Disc.$3.3M
Employees10
Clients0
DateMar 2021
Total AUM$423.9M
Discretionary$420.7M
Non-Disc.$3.3M
Employees10
Clients0
DateMar 2021
Total AUM$423.9M
Discretionary$420.7M
Non-Disc.$3.3M
Employees10
Clients0
DateJan 2021
Total AUM$380.2M
Discretionary$377.2M
Non-Disc.$3.1M
Employees9
Clients0
DateOct 2020
Total AUM$380.2M
Discretionary$377.2M
Non-Disc.$3.1M
Employees9
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0