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
- Website
- friedenthalfinancial.com
- Industry
- Investment Management
- Employees
- 5
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll 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 | Location | Contact |
|---|---|---|---|
| Ryan Wheeler, Cfa | Chief Investment Officer at Friedenthal Financial, Llc | Greater Philadelphia, United States |
Email
Phone
|
| Claudia Saia, Cfa | Director of Operations and Client Services at Friedenthal Financial, Llc | Greater Philadelphia, United States |
Email
|
| Jack Goodman, Esq. | Client Relationship Manager at Friedenthal Financial, Llc | Merchantville, New Jersey, United States |
Email
Phone
|
| Mark Friedenthal | Financial Guru, Math Nerd, Entrepreneur |
View
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Director
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
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