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| Happy Holidays!! thanks for using AUM13F!! |
| CRA Financial Services LLC
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| CRD # | 124004 |
| SEC # | 801-62232 |
| CIK # | 0001765594 |
| AUM | $1.5 B (2025-03-26) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 609-380-3500 |
| Address | 332 Tilton Road Northfield, NJ 08225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 41.7 | |
| Amazon Com Inc | 29.7 | |
| Microsoft Corp | 20.6 | |
| Nvidia Corp | 20.0 | |
| Alphabet Inc | 11.7 | |
| Facebook Inc | 10.6 | |
| Broadcom Inc | 6.6 | |
| Home Depot Inc | 6.0 | |
| VISA Inc | 5.8 | |
| Alphabet Inc | 4.9 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 930 | 275.4 |
| (b) Individuals (high net worth individuals) | 313 | 924.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 80 | 178.3 |
| (h) Charitable organizations | 14 | 14.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 58.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,366 | 1,451.4 |
| By Discretionary | ||
| Discretionary | 298 | 1,222.1 |
| Non-Discretionary | 1,068 | 229.3 |
| Total | 1,366 | 1,451.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,450.8 | |
| Total | 1,366 | 1,451.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001765594] |
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