Philip
Tompkins
Cra Financial Services, L.L.C
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About this Advisor
Philip Tompkins is a financial advisor based in Northfield, New Jersey, working with Cra Financial Services, L.L.C. Philip has previously held positions at Middletown High School South, Brookdale Community College, Stockton University, Undici Taverna, and Cra Financial LLC. Philip has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Philip is part of Cra Financial Services, L.L.C, which operates out of Northfield, New Jersey. The firm has 13 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cra Financial Services, L.L.C includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cra Financial Services, L.L.C Brokerage Details
$1,200,689,624
13
3,454
$347,623
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Philip Tompkins Work History
Cra Financial LLC
Stockton University
Brookdale Community College
Undici Taverna
Middletown High School South
Disclosures
Please visit the SEC profile of Philip Tompkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cra Financial Services, L.L.C
Northfield, NJ
Northfield, NJ
Northfield, NJ
Northfield, NJ
Northfield, NJ
Northfield, NJ
Northfield, NJ
Northfield, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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