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Building 2CRA FINANCIAL SERVICES, L.L.C.

Map pinNORTHFIELD, NJ
Phone609-380-3500
NotebookSEC #801-62232
Total AUM
$1.7B
Employees
14
Clients
1,433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
332 TILTON ROAD
NORTHFIELD
NJ 08225
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
609-380-3500
Other Offices
1

ReceiptFinancials

Total AUM
$1.7B
Accounts
4,030
Discretionary
$1.5B
Accounts
3,544
Non-Discretionary
$173.9M
Accounts
486

ContactClients

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Individual Clients
922
AUM
$273.2M
HNW Individual Clients
377
AUM
$1.1B
Pension/Profit Sharing Plan Clients
82
AUM
$212.5M
Charitable Organization Clients
19
AUM
$16.6M
Corporation or Business Clients
33
AUM
$64.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLLAMDNCNHNJNVNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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