Cra Financial Services, L.L.C.
● SEC registered since 2003CRD 124004SEC# 801-62232Northfield, NJ
Reg. AUM
$1.69B
Employees
14
Accounts
4,030
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 $1.7 billion in regulatory assets under management and employs 14 people.
Cra Financial Services, L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donna Savastani Control | Chief Compliance Officer | Under 5% | 2018 |
| Matthew John Reynolds Control | Managing Member | 25-50% | 1999 |
| Robert Thomas Martin | Member | 10-25% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cra Financial Services, L.L.C. manage?
Cra Financial Services, L.L.C. reports $1.7 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
| Address | 332 Tilton Road, Northfield, NJ 08225 |
| Phone | 609-380-3500 |
| Fax | 609-641-1715 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1765594 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.69B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.69Bregulatory AUM
Discretionary $1.52BNon-discretionary $173.9M