KREITLER FINANCIAL LLC

Overview

Kreitler Financial LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, discretionary portfolio management and pension consulting for small businesses. The firm leans heavily on pooled public vehicles as the core of its asset allocation, while also indicating an interest in real estate as an alternative channel. Kreitler Financial uses a fee model that includes a percentage of assets under management along with hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment behavior on filings shows a predominantly discretionary approach: most client relationships are managed on a discretionary basis, allowing the firm to implement model-driven or manager-driven allocations. The firm identifies as an active ESG investor, which suggests ESG criteria are applied in manager selection and in the construction of public-fund lineups. Kreitler Financial is SEC-registered as of 2020 and operates as a privately owned LLC.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices