CRA FINANCIAL SERVICES, LLC

HTTP://WWW.CRAFINANCIAL.COM NORTHFIELD, NJ Investment Advisor How do I update this listing?

CRA Financial Services is based out of Northfield. CRA Financial Services is a large advisory firm with 522 clients and discretionary assets under management (AUM) of $24,937,841 (Form ADV from 2017-07-01). Their last reported 13F filing for Q4 2018 included $138,541,000 in managed 13F securities and a top 10 holdings concentration of 37.62%. CRA Financial Services's largest holding is Amazon.com Inc. with shares held of 5,284. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.
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View Last Form Adv Compilation Report on Record

CRA FINANCIAL SERVICES, L.L.C.
332 TILTON ROAD
NORTHFIELD NJ    08225
Country: United States

Business Phone: 609-380-3500
Fax: 609-641-7333
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 13
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 196,945,000
Total Number of Clients: 522
Amount of client funds and securities by related persons: 7,059,140
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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