Cra Rogerscasey, Inc. is an investment adviser to a business development company based in Darien. It manages $270 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, Arkansas, California, and 29 other states.
Cra Rogerscasey provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. 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 Cra Rogerscasey, Inc. is $270 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cra Rogerscasey, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kevin Robert Greene has been acting as President since 1 Mar 2002. Alan Jay Resler joined the executive team most recently as the Chief Compliance Officer, Treasurer, Chief Financial Officer And Secretary.
The principal office where Cra Rogerscasey, Inc. performs its advisory services is located at One Parklands Drive, Darien, CT 06820, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-656-5900 or by fax 203-656-2233. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rogerscasey.com.