Friedenthal Financial, LLC

Friedenthal Financial, LLC

Investment Management 5000 Sagemore Dr 5 employees
Employees
5
Contacts
3
Emails
3
Phones
2

Friedenthal Financial, LLC Overview

Headquarters
5000 Sagemore Dr
Phone Number
Available in AeroLeads
Industry
Investment Management
Employees
5
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Friedenthal Financial, LLC

Friedenthal Financial is an investment management firm designed to address the challenges plaguing so many investors in recent years. Our business philosophy places great emphasis on ascertaining the right level of risk for each client and providing him/her with the utmost transparency and flexibility. We believe our clients should know exactly what they own at all times and have access to their money without any waiting period. We also recognize the importance of procedural safeguards. As such, our clients receive independent account statements and transaction confirmations directly from their account custodian, Charles Schwab. It is very important that we work with clients to design the right custom portfolio for their needs, keeping in mind age, retirement horizon, capital needs, tax status, and risk tolerance. We create efficient and truly diversified portfolios, using asset allocation across a variety of equity, fixed income, and commodity sectors. Investment selection incorporates macroeconomic expectations as well as mathematical optimization. Check out our Blog! http://FriedenthalFinancial.wordpress.com The primary purpose of this Linkedin page is to provide a very brief description of Friedenthal Financial along with links to our website and our blog. We are not rendering or offering to render personalized investment advice or financial planning advice through this Linkedin page or any of its attached links. Friedenthal Financial will render investment advice to potential clients only after: (i) we have delivered a disclosure statement to the potential client as required under applicable securities laws, and (ii) the potential client has executed and delivered Friedenthal Financial’s investment advisory contract to us. We will provide investment advisory services to clients only in states in which Friedenthal Financial is registered as an investment adviser or is exempt from registration.

Friedenthal Financial, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Friedenthal Financial, LLC Org Chart

Sample employees and titles
Name Title Contact
Ryan Wheeler, Cfa Chief Investment Officer at Friedenthal Financial, Llc
Email Phone
Claudia Saia, Cfa Director of Operations and Client Services at Friedenthal Financial, Llc
Email
Jack Goodman, Esq. Client Relationship Manager at Friedenthal Financial, Llc
Email Phone
Mark Friedenthal Financial Guru, Math Nerd, Entrepreneur
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Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0

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