Friedenthal Financial, LLC
Firm details
- Headquarters
- Marlton, New Jersey
- CRD number
- 150457
- Registered since
- October 9, 2013
- Website
- www.friedenthalfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.98%
- Individuals22.08%
- Pension & Profit Sharing Plans1.78%
- Corporations / Businesses0.78%
- Charitable Organizations0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Friedenthal Financial, LLC is an independent registered investment adviser that has been SEC-registered since 2013. The firm is organized as an LLC and is owned by an individual principal. Its client mix includes both high-net-worth individuals and families as well as institutional and business clients. Services shown on filings emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fees are charged primarily as a percentage of assets under management, with hourly billing available for certain engagements. Friedenthal Financial does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities24%
- US Government Bonds1%
- Derivatives1%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 181Active vs passive
$209M in ETFs
88%
$184M
12%
$25.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $27M | 162,233 | 12.90% |
Location
Marlton, NJ
Burlington
Location
Marlton, NJ
Headquartered in Marlton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 5000 Sagemore Dr
- Time zone
- ET (UTC-5)
- Office locations
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