Overview
Assets Under Management: $1.5 billion
Headquarters: NORTHFIELD, NJ
High-Net-Worth Clients: 7
Average Client Assets: $39 million
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: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.97
Average High-Net-Worth Client Assets: $39 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