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 as an individual-owned limited liability company and registered with the SEC in 2013. The firm works with both individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its billing mixes percentage-of-assets-under-management fees with hourly charges. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not listed as a multi-state adviser. Its core activities emphasize personalized planning and managed portfolios rather than running pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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