THRIFT FINANCIAL, INC.

THRIFT FINANCIAL, INC. of NEWTOWN, PA is an SEC-registered investment adviser (CRD 314917). Regulatory assets under management: $42.0M.

Registration

• CRD: 314917
• Type: Registered investment adviser
• Location: 12 PENNS TRAIL, NEWTOWN, PA, 18940
• Phone: 215-234-3074
• Latest filing: 2026-01-20
• Regulatory AUM: $42.0M
• Discretionary AUM: $41.0M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314917 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search