CRA FINANCIAL SERVICES, L.L.C.

332 Tilton Road
Northfield, New Jersey 08225
Tel: 609-380-3500

About CRA FINANCIAL SERVICES, L.L.C.

CRA FINANCIAL SERVICES, LLC, formally registered with the SEC as CRA FINANCIAL SERVICES, LLC. The firm was established in 08/18/2003. They have over 1 offices throughout the country.

CRA FINANCIAL SERVICES, L.L.C. is a Northfield, New Jersey based Financial Planning firm with nearly $1,200,689,624 assets under management, offering retirement planning & investment advisory services to 3454 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124004
SEC#	801-62232
Assets Managed by Firm	$1,200,689,624
No. of Clients	3454
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3454	$1,200,689,624
Individuals (other than high net worth individuals)	901	$246,910,771
High net worth individuals	259	$725,157,677
Pension and profit sharing plans	81	$166,957,174
Charitable organizations	10	$12,082,684
Corporations or other businesses	21	$49,581,318

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