Insights

Niche Focus Small investment management firm with a personalized, risk-adjusted approach and independent custodian reporting presents a targeted opportunity for high-touch advisory services, portfolio construction enhancements, and scalable solutions tailored to ultra-low latency client transparency needs.

Tech Stack Uses cloud and CMS tools (AWS, Google Cloud, WordPress, Webflow) and security-conscious practices. Opportunity to offer scalable digital client portal enhancements, automated reporting, and secure data integrations to support growth while maintaining transparency.

Recent Expansions Active content and research initiatives (13F holdings report, blog) indicate a willingness to publish investment insights. Potential for premium research services, analytics subscriptions, or strategic partnerships to broaden product offerings.

Asset Activity Recent disclosed stakes across multiple equities and ETFs show engagement in diversified strategies. Sales angle: targeted research subscriptions, access to exclusive investment ideas, and white-glove trading tools to optimize execution and compliance.

Regulatory Readiness Clear emphasis on disclosures and advisory contracts suggests readiness for enhanced compliance, reporting, and client onboarding enhancements. Opportunity to provide onboarding automation, state registration support, and independent reporting solutions.

Friedenthal Financial, LLC Tech Stack

Friedenthal Financial, LLC uses 8 technology products and services including Amazon Web Services, WordPress, Amazon Simple Email Service, and more. Explore Friedenthal Financial, LLC's tech stack below.

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

Amazon Simple Email Service

Microsoft 365

Google Cloud

Infrastructure As A Service

Webflow

Page Builders

WP Engine

Platform As A Service

Animate.css

UI Frameworks

Friedenthal Financial, LLC Email Formats	Example	Percentage
First@friedenthalfinancial.com	John@friedenthalfinancial.com	75%
FirstLast@friedenthalfinancial.com	JohnDoe@friedenthalfinancial.com	25%

Friedenthal Financial, LLC Email Formats

Example

Percentage

First@friedenthalfinancial.com

John@friedenthalfinancial.com

75%

FirstLast@friedenthalfinancial.com

JohnDoe@friedenthalfinancial.com

25%

Frequently Asked Questions

What is Friedenthal Financial, LLC's phone number?

You can contact Friedenthal Financial, LLC's main corporate office by phone at

+1-856-210-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Friedenthal Financial, LLC's official website and social media links?

Friedenthal Financial, LLC's official website is friedenthalfinancial.com and has social profiles on LinkedIn.

How much revenue does Friedenthal Financial, LLC generate?

As of August 2026, Friedenthal Financial, LLC's annual revenue is estimated to be $1M - $10M.

What is Friedenthal Financial, LLC's NAICS code?

Friedenthal Financial, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Friedenthal Financial, LLC have currently?

As of August 2026, Friedenthal Financial, LLC has approximately 6 employees across 1 continents, including North America. Key team members include Chief Investment Officer: R. W., President: M. F. and Director Of Operations And Client Services: C. S. Explore Friedenthal Financial, LLC's employee directory with LeadIQ.

What industry does Friedenthal Financial, LLC belong to?

Friedenthal Financial, LLC operates in the Investment Management industry.

What technology does Friedenthal Financial, LLC use?

Friedenthal Financial, LLC's tech stack includes Amazon Web Services, WordPress, Amazon Simple Email Service, Microsoft 365, Google Cloud, Webflow, WP Engine and Animate.css.

What is Friedenthal Financial, LLC's email format?

Friedenthal Financial, LLC's email format typically follows the pattern of First@friedenthalfinancial.com. Find more Friedenthal Financial, LLC email formats with LeadIQ.

Friedenthal Financial, LLC

Q: How many employees does Friedenthal Financial, LLC have currently?

Friedenthal Financial, LLC has approximately 6 employees.

Q: What technology does Friedenthal Financial, LLC use?

Friedenthal Financial, LLC's tech stack includes Webflow, Amazon Simple Email Service, reCAPTCHA, Priority Hints, Open Graph.

Q: What is Friedenthal Financial, LLC's NAICS code?

Friedenthal Financial, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNew Jersey, United States2-10 Employees

Friedenthal Financial, LLC is a small investment management firm based in Marlton, New Jersey. It focuses on creating customized portfolios that balance a client's age, retirement horizon, capital needs, tax status, and risk tolerance. The firm prioritizes transparency and accessibility, providing clients with clear visibility of their holdings and prompt access to funds, with independent account statements and transaction confirmations issued directly by the custodian, Charles Schwab. Investment decisions are guided by macroeconomic expectations and optimization techniques to achieve a diversified allocation across equities, fixed income, and commodities.

It targets individual investors seeking bespoke investment guidance and ongoing portfolio governance rather than generic advice. The firm notes on its LinkedIn page that it does not provide personalized investment or financial planning advice through that platform, and that advisory services are rendered only after regulatory disclosures and a signed investment advisory contract, and only in jurisdictions where it is registered or exempt.

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