CRA Financial Services is an investment advisor in Northfield with $1.11 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
223672834
SEC advisor number
801-62232
FINRA CRD number
124004
AUM ?
$1.11 bn
(as of 6 Sep 22)
Accounts
2,798
(as of 6 Sep 22)
Employees
13
(6 investment advisory or research)
Address
CRA Financial Services
332 TILTON ROAD
NORTHFIELD
NJ 08225
332 TILTON ROAD
NORTHFIELD
NJ 08225
Office hours
Monday - Friday, 9:00AM-5:00PM
Phone
609-380-3500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Savastani, Donna | Chief Compliance Officer | 01/2018 | < 5% |
Reynolds, Thomas, Edward | Managing Member | 08/1999 | 25-50% |
Reynolds, Matthew, John | Managing Member | 08/1999 | 25-50% |
Martin, Robert, Thomas | Member | 09/2018 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22