Friedenthal Financial, LLC Employee Directory

Investment ManagementNew Jersey, United States2-10 Employees

Friedenthal Financial, LLC is a small investment management firm based in Marlton, New Jersey. It focuses on creating customized portfolios that balance a client's age, retirement horizon, capital needs, tax status, and risk tolerance. The firm prioritizes transparency and accessibility, providing clients with clear visibility of their holdings and prompt access to funds, with independent account statements and transaction confirmations issued directly by the custodian, Charles Schwab. Investment decisions are guided by macroeconomic expectations and optimization techniques to achieve a diversified allocation across equities, fixed income, and commodities.

It targets individual investors seeking bespoke investment guidance and ongoing portfolio governance rather than generic advice. The firm notes on its LinkedIn page that it does not provide personalized investment or financial planning advice through that platform, and that advisory services are rendered only after regulatory disclosures and a signed investment advisory contract, and only in jurisdictions where it is registered or exempt.

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