CRA FINANCIAL SERVICES, L.L.C.
CRD #124004 SEC #801-62232 NORTHFIELD, NJ 609-380-3500
SEC Registered
Total AUM
$1.5B
Discretionary
$1.2B
Employees
14
Clients
251
Accounts
1,366
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $1.2B | $229.3M | 14 | 0 |
| Mar 2025 | $1.5B | $1.2B | $229.3M | 14 | 0 |
| Apr 2024 | $1.2B | $1B | $174.7M | 13 | 0 |
| Mar 2024 | $1.2B | $1B | $174.7M | 13 | 0 |
| Mar 2023 | $966.1M | $746.1M | $220M | 13 | 0 |
| Mar 2023 | $966.1M | $746.1M | $220M | 13 | 0 |
| Sep 2022 | $1.1B | $794.7M | $313.8M | 13 | 0 |
| Jun 2022 | $1.1B | $794.7M | $313.8M | 13 | 0 |
| Apr 2022 | $1.1B | $794.7M | $313.8M | 13 | 0 |
| Mar 2022 | $1.1B | $794.7M | $313.8M | 13 | 0 |
| Oct 2021 | $907.1M | $501.2M | $405.9M | 11 | 1 |
| Mar 2021 | $907.1M | $501.2M | $405.9M | 11 | 1 |
| Mar 2021 | $907.1M | $501.2M | $405.9M | 11 | 1 |
| Feb 2021 | $764.4M | $333.3M | $431.1M | 12 | 0 |
| Sep 2020 | $764.4M | $333.3M | $431.1M | 12 | 0 |
| Jun 2020 | $764.4M | $333.3M | $431.1M | 12 | 0 |
| Jun 2020 | $764.4M | $333.3M | $431.1M | 12 | 0 |
| May 2020 | $764.4M | $333.3M | $431.1M | 12 | 0 |
| May 2020 | $764.4M | $333.3M | $431.1M | 12 | 0 |
| Mar 2020 | $764.4M | $333.3M | $431.1M | 12 | 0 |
| Mar 2019 | $633.6M | $158.4M | $475.2M | 12 | 7 |
| May 2018 | $641.6M | $24.9M | $616.7M | 13 | 16 |
| Mar 2018 | $641.6M | $24.9M | $616.7M | 13 | 16 |
| Mar 2017 | $525.7M | $20.8M | $504.9M | 10 | 500 |
| Mar 2016 | $456.9M | $9.4M | $447.5M | 9 | 500 |
| Mar 2015 | $384.1M | $10.4M | $373.7M | 10 | 441 |
| Mar 2014 | $317.1M | $14.7M | $302.4M | 9 | 384 |
| Mar 2013 | $271.1M | $45.7M | $225.3M | 8 | 300 |
| Apr 2012 | $244.6M | $21.4M | $223.2M | 1 | 300 |
| Mar 2012 | $244.6M | $21.4M | $223.2M | 1 | 316 |
| Jul 2011 | $233.1M | $21.2M | $211.9M | 5 | -- |
| Mar 2010 | $213.6M | $25.4M | $188.2M | 5 | -- |
| Mar 2008 | $211.3M | $18.3M | $192.9M | 5 | -- |
| Mar 2007 | $100.6M | $18.1M | $82.5M | 5 | -- |
| Mar 2006 | $78.2M | $15.7M | $62.5M | 5 | -- |
DateMar 2025
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$229.3M
Employees14
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$229.3M
Employees14
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.7M
Employees13
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.7M
Employees13
Clients0
DateMar 2023
Total AUM$966.1M
Discretionary$746.1M
Non-Disc.$220M
Employees13
Clients0
DateMar 2023
Total AUM$966.1M
Discretionary$746.1M
Non-Disc.$220M
Employees13
Clients0
DateSep 2022
Total AUM$1.1B
Discretionary$794.7M
Non-Disc.$313.8M
Employees13
Clients0
DateJun 2022
Total AUM$1.1B
Discretionary$794.7M
Non-Disc.$313.8M
Employees13
Clients0
DateApr 2022
Total AUM$1.1B
Discretionary$794.7M
Non-Disc.$313.8M
Employees13
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$794.7M
Non-Disc.$313.8M
Employees13
Clients0
DateOct 2021
Total AUM$907.1M
Discretionary$501.2M
Non-Disc.$405.9M
Employees11
Clients1
DateMar 2021
Total AUM$907.1M
Discretionary$501.2M
Non-Disc.$405.9M
Employees11
Clients1
DateMar 2021
Total AUM$907.1M
Discretionary$501.2M
Non-Disc.$405.9M
Employees11
Clients1
DateFeb 2021
Total AUM$764.4M
Discretionary$333.3M
Non-Disc.$431.1M
Employees12
Clients0
DateSep 2020
Total AUM$764.4M
Discretionary$333.3M
Non-Disc.$431.1M
Employees12
Clients0
DateJun 2020
Total AUM$764.4M
Discretionary$333.3M
Non-Disc.$431.1M
Employees12
Clients0
DateJun 2020
Total AUM$764.4M
Discretionary$333.3M
Non-Disc.$431.1M
Employees12
Clients0
DateMay 2020
Total AUM$764.4M
Discretionary$333.3M
Non-Disc.$431.1M
Employees12
Clients0
DateMay 2020
Total AUM$764.4M
Discretionary$333.3M
Non-Disc.$431.1M
Employees12
Clients0
DateMar 2020
Total AUM$764.4M
Discretionary$333.3M
Non-Disc.$431.1M
Employees12
Clients0
DateMar 2019
Total AUM$633.6M
Discretionary$158.4M
Non-Disc.$475.2M
Employees12
Clients7
DateMay 2018
Total AUM$641.6M
Discretionary$24.9M
Non-Disc.$616.7M
Employees13
Clients16
DateMar 2018
Total AUM$641.6M
Discretionary$24.9M
Non-Disc.$616.7M
Employees13
Clients16
DateMar 2017
Total AUM$525.7M
Discretionary$20.8M
Non-Disc.$504.9M
Employees10
Clients500
DateMar 2016
Total AUM$456.9M
Discretionary$9.4M
Non-Disc.$447.5M
Employees9
Clients500
DateMar 2015
Total AUM$384.1M
Discretionary$10.4M
Non-Disc.$373.7M
Employees10
Clients441
DateMar 2014
Total AUM$317.1M
Discretionary$14.7M
Non-Disc.$302.4M
Employees9
Clients384
DateMar 2013
Total AUM$271.1M
Discretionary$45.7M
Non-Disc.$225.3M
Employees8
Clients300
DateApr 2012
Total AUM$244.6M
Discretionary$21.4M
Non-Disc.$223.2M
Employees1
Clients300
DateMar 2012
Total AUM$244.6M
Discretionary$21.4M
Non-Disc.$223.2M
Employees1
Clients316
DateJul 2011
Total AUM$233.1M
Discretionary$21.2M
Non-Disc.$211.9M
Employees5
Clients--
DateMar 2010
Total AUM$213.6M
Discretionary$25.4M
Non-Disc.$188.2M
Employees5
Clients--
DateMar 2008
Total AUM$211.3M
Discretionary$18.3M
Non-Disc.$192.9M
Employees5
Clients--
DateMar 2007
Total AUM$100.6M
Discretionary$18.1M
Non-Disc.$82.5M
Employees5
Clients--
DateMar 2006
Total AUM$78.2M
Discretionary$15.7M
Non-Disc.$62.5M
Employees5
Clients--