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Cra Financial Services, L.L.C.

● SEC registered since 2003CRD 124004SEC# 801-62232Northfield, NJ
Export (members)
Reg. AUM
$1.45B
Employees
14
Accounts
1,366
Location
Northfield, NJ

Cra Financial Services, L.L.C. assets under management

Cra Financial Services, L.L.C. is an SEC-registered investment adviser based in Northfield, NJ. The firm has been registered since 2003. It reports $1.5 billion in regulatory assets under management and employs 14 people.
www.linkedin.com/company/crafinancialllcView on SEC.gov ↗

Cra Financial Services, L.L.C. owners & executives

4 reported
NameTitleOwnershipSince
Donna Savastani ControlChief Compliance OfficerUnder 5%2018
Matthew John Reynolds ControlManaging Member25-50%1999
Robert Thomas MartinMember10-25%2018
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Frequently asked questions

How much does Cra Financial Services, L.L.C. manage?

Cra Financial Services, L.L.C. reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Cra Financial Services, L.L.C. have?

Cra Financial Services, L.L.C. reports 14 employees.

Where is Cra Financial Services, L.L.C. located?

Cra Financial Services, L.L.C. is based in Northfield, NJ and has been SEC-registered since 2003.

Does Cra Financial Services, L.L.C. disclose fund performance?

Cra Financial Services, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address332 Tilton Road, Northfield, NJ 08225
Phone609-380-3500
Fax609-641-1715
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1765594
Discloses disciplinary historyNo

Assets under management

Discretionary$1.22B
Non-discretionary$229.3M
Total (RAUM)$1.45B