Thrift Financial, Inc.
Thrift Financial, Inc. (CRD# 314917) is a financial advisory firm headquartered in Newtown, PA. They manage $26,690,032 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$889,668
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Thrift Financial, Inc.
1
George Antonak (CRD# 1768800) is an Investment Advisor Representative working at Thrift Financial, Inc. in Newtown, PA and has over 9 years of experience in the finance industry.
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