Overview
Assets Under Management: $1.5 billion
Headquarters: NORTHFIELD, NJ
High-Net-Worth Clients: 313
Average Client Assets: $3 million
Frequently Asked Questions
CRA FINANCIAL SERVICES, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124004), CRA FINANCIAL SERVICES, L.L.C. is subject to fiduciary duty under federal law.
CRA FINANCIAL SERVICES, L.L.C. is headquartered in NORTHFIELD, NJ.
CRA FINANCIAL SERVICES, L.L.C. serves 313 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, CRA FINANCIAL SERVICES, L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CRA FINANCIAL SERVICES, L.L.C. manages $1.5 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, CRA FINANCIAL SERVICES, L.L.C. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 313
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,366
Discretionary Accounts: 298
Non-Discretionary Accounts: 1,068
Regulatory Filings
CRD Number: 124004
Filing ID: 1968526
Last Filing Date: 2025-03-26 11:40:00
Website: https://crafinancial.com