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, SEC-registered RIA formed in 2013 and organized as a limited liability company with individual ownership. The firm serves both individuals and families as well as institutional clients, providing financial planning and portfolio management for individuals, small businesses, and institutions. Its advisory compensation combines a percentage-of-AUM model with the option of hourly charges. The firm does not present itself as a capital allocator and is not an active ESG investor. Advisory activity is focused on traditional planning and discretionary portfolio management rather than pension consulting or multi-state advisory operations.
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 1FREDERIC WHEELER
Chief Investment OfficerCRD 5679832
Contacts
3 of 3CLAUDIA 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 145Active vs passive
$173M in ETFs
87%
$151M
13%
$21.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $21.9M | 153,842 | 12.69% |
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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