A complete list of active advisors currently associated with Friedenthal Financial, LLC

Warmer can help you find a great advisor at Friedenthal Financial, LLC or one who fits your needs even better.

Friedenthal Financial provides investment supervisory services and financial planning to individuals—including high‑net‑worth clients—as well as pension and profit‑sharing plans, charitable organizations, and corporations. The firm charges asset‑based advisory fees and generally applies an account minimum of $250,000, which it may waive depending on client needs and account complexity. The firm creates a client‑specific Investment Policy Statement and offers both strategic (buy/hold/rebalance) and tactical (dynamic) asset‑allocation approaches, drawing on fundamental, technical, charting, and cyclical analysis. Portfolios are managed in‑house, reviewed at least quarterly, and the firm may use a broad range of instruments (for example, mutual funds, ETFs, REITs, hedge funds, private placements, options, margin, and short sales) depending on client objectives and risk tolerance. Distinctive operational practices noted in the brochure include a firm‑directed custody requirement that directs clients to Schwab Institutional for execution and custody, and an explicit policy that the firm does not select third‑party money managers but manages client assets internally. The disclosure also highlights maintained legacy fee arrangements for some long‑standing clients and that firm personnel may trade the same securities as clients; the advisory team includes multiple CFA charterholders.

To learn more about the advisors currently working at Friedenthal Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.