THRIFTY SCOTTY FINANCIAL, LLC

THRIFTY SCOTTY FINANCIAL, LLC is an SEC-registered investment adviser (CRD 292418). Regulatory assets under management: $4.1M.

Registration

• CRD: 292418
• Type: Registered investment adviser
• Phone: 972-898-4644
• Latest filing: 2026-03-09
• Regulatory AUM: $4.1M
• Non-discretionary AUM: $4.1M
• Clients: 1
• Accounts: 11

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292418 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search