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CRA FINANCIAL SERVICES, L.L.C.
CRD 124004 · SEC 801-62232
332 TILTON ROAD, NORTHFIELD, NJ, 08225, United States
Phone
609-380-3500
Fax
609-641-1715
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.69B
Discretionary AUM
$1.52B
Team
14 total employees; 11 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 922 | $273.2M |
| High net worth individuals | 377 | $1.13B |
| Pension/profit sharing plans | 82 | $212.5M |
| Charitable organizations | 19 | $16.6M |
| Corporations/business entities | 33 | $64.7M |
States served
CA, DE, LA, MD, NV, NJ, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD