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FRIEDENTHAL FINANCIAL, LLC

5000 Sagemore Drive
Suite 102
Marlton, New Jersey 08053
Tel: 856-210-6494

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About FRIEDENTHAL FINANCIAL, LLC

FRIEDENTHAL FINANCIAL, LLC, formally registered with the SEC as FRIEDENTHAL FINANCIAL, LLC. The firm was established in 10/09/2013. They have over 1 offices throughout the country.

FRIEDENTHAL FINANCIAL, LLC is a Marlton, New Jersey based Financial Planning firm with nearly $173,890,477 assets under management, offering retirement planning & investment advisory services to 521 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#150457
SEC#801-78622
Assets Managed by Firm$173,890,477
No. of Clients521
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total521$173,890,477
Individuals (other than high net worth individuals)117$39,644,986
High net worth individuals66$129,606,538
Pension and profit sharing plans5$2,813,852
Charitable organizations1$766,060
Corporations or other businesses1$1,059,041

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