Friedenthal Financial, LLC

**Friedenthal Financial, LLC Summary:** Established in 2009 in Marlton, New Jersey, Friedenthal Financial, LLC offers investment supervisory services tailored to individual client goals, risk tolerance, and time horizon. The firm's services include investment strategy, asset allocation, and regular portfolio monitoring. They provide financial planning and consulting services billed per project or hourly. The firm specializes in managing investments in mutual funds, equities, bonds, ETFs, real estate, and more. **Key Consumer-Facing Terms:** - Minimum Account Size: $250,000 (may be waived based on client needs) - Fee Structure: Varies based on total assets under management, with fees paid quarterly in arrears - Fiduciary Duty: The firm acts in the best interest of clients - Investment Discretion: Clients provide written authorization for advisory fees to be withdrawn directly from their accounts - Investment Strategy: Utilizes Strategic Asset Allocation and Tactical Asset Allocation - Methods of Analysis: Includes charting analysis, fundamental analysis, technical analysis, and cyclical analysis **Advisory Business Description:** - Investment strategies limited to specific types of investments - Clients' financial plans are based on individual Investment Policy Statements - Assets under management: $173,814,517.00 (discretionary amounts) **Disclaimer:** The information provided in this summary is based on the brochure content and does not imply endorsement or verification by regulatory authorities. Clients are encouraged to contact Friedenthal Financial, LLC for further details or clarification.