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THRIFT FINANCIAL, INC.
CRD 314917
12 PENNS TRAIL, SUITE 104, NEWTOWN, PA, 18940, United States
Phone
215-234-3074
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.0M
Discretionary AUM
$41.0M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $13.0M |
| High net worth individuals | 7 | $29.0M |
All web addresses on file
- https://www.instagram.com/thriftinvesting/
- https://thriftfinancial.substack.com/
- https://thriftfinancial.com
- https://www.facebook.com/ThriftInvesting
- https://www.linkedin.com/company/thrift-financial-inc/
- https://x.com/ThriftInvesting
- https://nextdoor.com/pages/thrift-financial-newtown-pa/
- https://www.youtube.com/@thriftyinvesting
Official SEC filing: View on IAPD