Philip
Tompkins

Cra Financial Services, L.L.C

CRD#7504364
Investment Advisor
in Northfield, NJ

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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

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

332 Tilton Road
Northfield, NJ 08225

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Cra Financial Services, L.L.C Brokerage Details

Total Assets Under Management

$1,200,689,624

NJ Average: $10,121,009,343
Total Number of Employees

13

NJ Average: 92
Total Number of Accounts

3,454

NJ Average: 6,978
Average Account Size

$347,623

NJ Average: $1,450,417

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

2021 - Present (3 years)

Cra Financial LLC

2019 - 2021 (2 years)

Stockton University

2017 - 2019 (2 years)

Brookdale Community College

2017 - 2023 (6 years)

Undici Taverna

2013 - 2017 (4 years)

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

Philip Tompkins
Northfield, NJ
Jeffrey Hilliard
Northfield, NJ
Samantha Swiderski
Northfield, NJ
Robert Martin
Northfield, NJ
Joseph Mccaffrey
Northfield, NJ
Gordon Shearer
Northfield, NJ
Donna Savastani
Northfield, NJ
Jennifer Colon
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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