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 formed in 2013 and organized as an LLC. The firm serves both individual and family clients as well as institutional and business accounts, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee model combines a percentage of assets under management with hourly charges. Friedenthal Financial does not identify as an active ESG investor, is not structured as a capital allocator, and is not registered as a multi-state adviser or pension consultant.
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
1 of 1
Frederic Wheeler
Chief Investment OfficerCRD 5679832
Contacts
3 of 3
Claudia Saia
Director of OperationsCRD 4671952
Soumyadeep Sinha
Junior Portfolio ManagerCRD 7942133
Mark Friedenthal
PresidentCRD 2661065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$191M in ETFs
88%
$167M
12%
$23.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $25.7M | 156,657 | 13.51% |
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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