CRA Financial

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

332 Tilton Rd Ste 101, Northfield, New J...

Phone Number

(609) 380-3500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
2
1
2

About CRA Financial

CRA Financial, LLC, based in Northfield, NJ, specializes in customized portfolio management and financial planning services. The firm caters to a diverse clientele, including business owners, working professionals, athletes, retirees, and individuals experiencing significant life changes. With over $1.7 billion in assets under management and a commitment to fiduciary duty, CRA Financial prioritizes clients' best interests by providing tailored financial solutions and transparent communication. Their services encompass comprehensive financial planning, asset evaluation, and retirement income calculations, ensuring clients' wealth is effectively managed and preserved.Explore more
CRA Financial's Social MediaPopular SearchesCra Financial LLCCRA FinancialRobert Martin CfpCra Financial Services LLCFinancial & Credit ServicesSIC Code 62,628NAICS Code 52,523Show more

CRA Financial Org Chart

PhoneEmail
DS
United States flag for contact location.

Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CRA Financial

<$5M
11-50
Private
<$5M
1998
DS
Donna SavastaniChief Compliance Officer
<$5M
1-10
Private
-
2014
Joshua Robinson, Co-Founder & Managing Director at PR Wealth Management Group
Joshua RobinsonCo-Founder & Managing Director
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2016
NV
Nicole VongManager, Client Services
<$5M
1-10
Private
-
1991
KB
Kurt BlakelyFounder & Principal
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CRA Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CRA Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CRA Financial.

CRA Financial financials insights

Gather financial insights about CRA Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All CRA Financial's Financials Insights

CRA Financial Tech Stack

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Frequently Asked Questions Regarding CRA Financial

What is CRA Financial's official website?
CRA Financial's official website is www.crafinancial.com
What is CRA Financial's Revenue?
CRA Financial's revenue is <$5 Million
What is CRA Financial's SIC code?
CRA Financial's SIC: 62,628
What is CRA Financial's NAICS code?
CRA Financial's NAICS: 52,523
How many employees does CRA Financial have?
CRA Financial has 11-50 employees
What industry does CRA Financial belong to?
CRA Financial is in the industry of: Finance, Securities Trading
What is CRA Financial competition?
CRA Financial top competitors include: Copper Canyon Wealth Management, PR Wealth Management Group, Encompass Wealth Management, Blakely Financial Services
What technology does CRA Financial use?
Some of the popular technologies that CRA Financial uses are: Google Font API, Google Tag Manager, GoDaddy DNS, Sectigo
How do I contact CRA Financial?
CRA Financial contact info: Phone number: (609) 380-3500 Website: www.crafinancial.com
What does CRA Financial do?

CRA Financial, LLC, based in Northfield, NJ, specializes in customized portfolio management and financial planning services. The firm caters to a diverse clientele, including business owners, working professionals, athletes, retirees, and individuals experiencing significant life changes. With over $1.7 billion in assets under management and a comm... itment to fiduciary duty, CRA Financial prioritizes clients' best interests by providing tailored financial solutions and transparent communication. Their services encompass comprehensive financial planning, asset evaluation, and retirement income calculations, ensuring clients' wealth is effectively managed and preserved.Read More

What are CRA Financial social media links?
CRA Financial Linkedin page CRA Financial Twitter page CRA Financial Facebook page
Is CRA Financial a public company?
CRA Financial is private company therefore does not currently have an official ticker symbol
See more information about CRA Financial

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