Cra Financial Services, LLC

Cra Financial Services, LLC (CRD# 124004) is a financial advisory firm headquartered in Northfield, NJ. They manage $1,200,689,624 in 3,454 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details

332 Tilton Road, Northfield, NJ 08225

https://www.facebook.com/crafinancialllc/

By the Numbers

Total Assets Under Management

1,201

MILLION
Total Number of Accounts

3,454

ACCOUNTS
Average Account Value

$347,623

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, DE, FL, LA, MD, NC, NH, NJ, NV, NY, PA, SC, TX, VA

Financial Advisors at Cra Financial Services, LLC

Showing 11 - 11 of 11 top financial advisors.

Philip Tompkins

CRD#: 7504364

332 Tilton Road, Northfield, NJ 08225

Philip Tompkins (CRD# 7504364) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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