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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-15-2021
- Office Locations
- 1
Office Locations
About Thrift Financial, Inc.
Thrift Financial is a fiduciary investment consultant serving institutions, plus individuals and families, with meaningful experience advising physicians. The firm uses technology-driven investment analysis and hands-on implementation to build diversified, low-cost portfolios aligned to client return goals and risk tolerance, and to evaluate institutional holdings for cost and portfolio structure. ETF-centric SMAs; custody via Schwab and Fidelity/NFS; max advisory fee 0.50% under $5M.
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Owner & Executives
GEORGE ANTHONY ANTONAK
President
- CRD
- #1768800
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,000,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $42,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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