Friedenthal Financial
Friedenthal Financial, LLC is a registered investment advisor (RIA) providing investment management and financial planning services. The firm specializes in personalized portfolio management, asset allocation, and financial planning for individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. Services include investment strategy, risk assessment, retirement planning, and consulting on a per-project or hourly basis. The firm operates as a fiduciary, always acting in clients' best interests and charges primarily asset-based fees, with options for fixed and hourly billing as well.
Investment Strategy
Customized investment strategies based on client goals, risk tolerance, and time horizon. Utilizes both Strategic Asset Allocation (long-term, buy/hold/rebalance) and Tactical Asset Allocation (dynamic, adjusting to market conditions). Investment vehicles include mutual funds, equities, bonds, ETFs, real estate, REITs, hedge funds, private placements, and insurance products. The firm employs a range of analytical methods such as charting, fundamental, technical, and cyclical analysis.
Top Holdings
Equity Positions (258)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 11.88% | $23.0M | 157,988 | $90.24 | $145.65 | +$2.5M |
S SHYG | ISHARES TR | 4.23% | $8.2M | 189,198 | $42.67 | $43.30 | +$4.5M |
S SCHA | SCHWAB STRATEGIC TR | 3.70% | $7.2M | 257,057 | $18.66 | $27.90 | +$853.5K |
V VCIT | VANGUARD SCOTTSDALE FDS | 3.46% | $6.7M | 79,672 | $82.76 | $84.11 | +$4.3M |
I IJH | ISHARES TR | 3.30% | $6.4M | 97,922 | $59.28 | $65.26 | +$745.5K |