Overview
Assets Under Management: $816 million
Headquarters: MORRISTOWN, NJ
High-Net-Worth Clients: 751
Average Client Assets: $907,858
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 751
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.58
Average High-Net-Worth Client Assets: $907,858
Total Client Accounts: 842
Discretionary Accounts: 842
Regulatory Filings
CRD Number: 104567
Last Filing Date: 2025-03-04 00:00:00
Website: https://mcraecapital.com