Friedenthal Financial, LLC

RIASEC Registered

Total AUM

$196M

Discretionary

$196M

100% of AUM

Avg account

$366K

Accounts

536

Employees

Advisory reps

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

FINTRX

Overview

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.