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| Happy Holidays!! thanks for using AUM13F!! |
| Kreitler Financial LLC
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|---|---|
| CRD # | 309056 |
| SEC # | 801-118881 |
| CIK # | |
| AUM | $514.9 M (2025-03-31) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 203-867-4396 |
| Address | 265 Church Street New Haven, CT 06510 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 19.4 |
| (b) Individuals (high net worth individuals) | 96 | 479.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.9 |
| (h) Charitable organizations | 0 | 11.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 917 | 514.9 |
| By Discretionary | ||
| Discretionary | 911 | 511.2 |
| Non-Discretionary | 6 | 3.7 |
| Total | 917 | 514.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 513.5 | |
| Total | 917 | 514.9 |
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