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Martin H Kreisler

Alexis Investment Partners, LLC

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About Martin H Kreisler

Martin H. Kreisler is an investment advisor representative registered with Alexis Investment Partners, LLC. Martin has been in the industry since May 2021 and has worked for several firms including Alexis Investment Partners, LLC, Sowell Management, and FUNDX INVESTMENT GROUP, LLC. Martin holds a Series 2 license.

Firm Information

Martin Kreisler is currently registered with Alexis Investment Partners, LLC. Alexis Investment Partners, LLC is an investment advisory firm with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm manages over $160 million in assets for 217 clients, including high-net-worth individuals, investment companies, and charitable organizations. Their website is located at https://www.alexisinvests.com/.

$159.99M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martin Kreisler’s Registration & Firm History

CA

01/01/2025 - Present

Alexis Investment Partners, LLC (Oxnard CA)

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Licenses & Designations

BC

Issued 05/20/1996

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin H Kreisler.
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