Clarion Cra Securities LP is a large advisory firm based in Radnor. It manages $2.66 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Clarion Cra Securities provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clarion Cra Securities LP is $2.66 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clarion Cra Securities LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Ritson Ferguson has served as the Chief Investment Officer since 1 Nov 1998. C. Stephen Cordes joined the executive team most recently as the Executive Officer.
The principal office where Clarion Cra Securities LP performs its advisory services is located at 259 N. Radnor Chester Rd Ste 205, Radnor, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-995-2500 or by fax 610-964-0410. The normal business hours are 8:30-5:30pm on Monday - Friday. You can find more information about the New York firm at www.crainvest.com.