CRA FINANCIAL SERVICES, LLC

HTTP://WWW.CRAFINANCIAL.COM NORTHFIELD, NJ Investment Advisor How do I update this listing?

CRA Financial Services is based out of Northfield. CRA Financial Services is a large advisory firm with 574 clients and discretionary assets under management (AUM) of $158,394,630 (Form ADV from 2018-02-01). Their last reported 13F filing for Q3 2019 included $165,316,000 in managed 13F securities and a top 10 holdings concentration of 41.52%. CRA Financial Services's largest holding is SPDR S&P Dividend ETF with shares held of 127,468. Whalewisdom has at least 4 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $165.316 Million
  • Prior Market Value $166.459 Million
  • New Purchases2 stocks
  • Additional Purchases31 stocks
  • Sold out of4 stocks
  • Reduced holdings in80 stocks
  • Top 10 Holdings % 41.52 %
  • Turnover % [1]:4.32%
  • Turnover Alt % [2]: 3.61 %
  • Time Held Top20:2.85 quarters
  • Time Held Top10:2.90 quarters
  • Time Held All:2.83 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.8%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CRA FINANCIAL SERVICES, L.L.C.
332 TILTON ROAD
NORTHFIELD NJ    08225
Country: United States

Business Phone: 609-380-3500
Fax: 609-641-7333
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 12
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 230,241,000
Total Number of Clients: 574
Amount of client funds and securities by related persons: 7,764,420
Total Number of clients from related persons: 5
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CRA FINANCIAL SERVICES, L.L.C.

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
REYNOLDS, THOMAS, EDWARD MANAGING MEMBER 08/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, LLC. MEMBER direct 1999-08-01
CRA FINANCIAL SERVICES, L.L.C. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 1999-08-01
REYNOLDS, MATTHEW, JOHN MANAGING MEMBER 08/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, LLC. MEMBER direct 1999-08-01
CRA FINANCIAL SERVICES, L.L.C. MANAGING MEMBER direct 1999-08-01
SAVASTANI, DONNA CHIEF COMPLIANCE OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, L.L.C. CHIEF COMPLIANCE OFFICER direct 2018-01-01
MARTIN, ROBERT, THOMAS MEMBER 09/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, L.L.C. MEMBER direct 2018-09-01

CRA FINANCIAL SERVICES, L.L.C.

ownership team - last updated 2018-05-22
Name Title Start Date Direct/Indirect % Ownership
PELOSI, FRANK MEMBER 08/01/1999 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, LLC. MEMBER direct 1999-08-01
CONNELL, THERESE, M MEMBER 08/01/1999 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, LLC. MEMBER direct 1999-08-01
REYNOLDS, THOMAS, EDWARD MANAGING MEMBER 08/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, LLC. MEMBER direct 1999-08-01
CRA FINANCIAL SERVICES, L.L.C. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 1999-08-01
REYNOLDS, MATTHEW, JOHN MANAGING MEMBER 08/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, LLC. MEMBER direct 1999-08-01
CRA FINANCIAL SERVICES, L.L.C. MANAGING MEMBER direct 1999-08-01
BUZBY, DONNA, HART MEMBER 08/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, LLC. MEMBER direct 1999-08-01
CONTINISIO, RICHARD, AURELIO MEMBER 08/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, LLC. MEMBER direct 1999-08-01
FRIED, LOIS, JUNE MEMBER 08/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, LLC. MEMBER direct 1999-08-01
MARAKOS, TERRI, LYNN MEMBER 08/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, LLC. MEMBER direct 1999-08-01
SAVASTANI, DONNA CHIEF COMPLIANCE OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CRA FINANCIAL SERVICES, L.L.C. CHIEF COMPLIANCE OFFICER direct 2018-01-01

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