Friedenthal Financial LLC

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Assets, Funds, Holdings

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Friedenthal Financial LLC
CRD #150457
SEC #801-78622
CIK #0001598611
AUM $173.9 M (2025-03-20)
Employees 6 (100% Investors, 0% Brokers)
Phone856-210-6494
Address5000 Sagemore Drive
Marlton, NJ 08053
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
180144108723602011201620212026
Sector Form 13F Holdings Value ($M)
ZAIS Financial Corp 1.4
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
190152114763802014201820222026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 117 39.6
(b) Individuals (high net worth individuals) 66 129.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 2.8
(h) Charitable organizations 1 0.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 1.1
(n) Other 0 0.0
Total 521 173.9
By Discretionary
Discretionary 520 173.8
Non-Discretionary 1 0.1
Total 521 173.9
By Non-United States Persons
Non-United States Persons 1.0
United States Persons 172.9
Total 521 173.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001598611]
Comparable Firms State AUM ($B)
Matters Capital LLC
FL 0.2
iTrust Asset Management LLC
KY 0.2
McGinn Penninger Investment Management Inc
VA 0.2
Southern Capital Services Inc
AL 0.2
Secfi Advisory Limited
NY 0.2
The Simmons Partnership Inc
MD 0.2
The Perspective Group LLC
KS 0.2
D & P Investment Advisors Ltd
RI 0.2
HFH Planning Inc
0.2
Old Rock Asset Management LLC
0.2
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