About FRIEDENTHAL FINANCIAL, LLC
FRIEDENTHAL FINANCIAL, LLC is a well-established financial firm based in New York City. With over 20 years of experience in the industry, the firm has built a strong reputation for providing expert financial advice to its clients. Led by a team of experienced financial advisors, FRIEDENTHAL FINANCIAL, LLC is dedicated to helping its clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
The expert financial advisors at FRIEDENTHAL FINANCIAL, LLC offer a wide range of financial services to help clients navigate their financial journey. They provide personalized financial plans designed to meet the unique needs and goals of each client. The firm also offers ongoing support and guidance to ensure the plans remain on track and are adjusted when needed.
Facts and Insights
FRIEDENTHAL FINANCIAL, LLC has been in business for over 20 years, and during that time, it has amassed a wealth of knowledge and insights into the financial industry. The firm stays up to date with the latest industry trends and regulations, ensuring that its clients receive the most accurate and relevant advice.
The firm’s expert financial advisors have helped numerous clients achieve their financial goals and have a proven track record of success. They have built a reputation for their integrity, professionalism, and dedication to their clients’ financial wellbeing.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
| 2005 | $1 billion | 15 |
| 2010 | $2 billion | 20 |
| 2015 | $3 billion | 25 |
| 2020 | $5 billion | 30 |
Financial Services Offered
FRIEDENTHAL FINANCIAL, LLC offers a wide range of financial services to meet the various needs of its clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Insurance planning
The firm takes a comprehensive approach to financial planning, taking into consideration all aspects of a client’s financial situation to create a holistic plan that addresses their current and future needs.
Client Types
FRIEDENTHAL FINANCIAL, LLC serves a diverse range of clients, including individuals, families, and small business owners. The firm understands that each client has unique financial goals and needs, and they strive to tailor their services accordingly.
The firm also serves clients from various backgrounds and has experience working with individuals from different income levels, professions, and life stages.
Fees & Compensation
FRIEDENTHAL FINANCIAL, LLC operates on a fee-only basis, which means they do not receive commissions from financial products or services they recommend to clients. This ensures that their advice is unbiased and solely focused on the client’s best interest.
The firm’s fees are based on a percentage of assets under management, and they are transparent and communicated clearly to clients before any commitments are made. This fee structure aligns the firm’s interests with those of its clients and ensures that the firm’s success is tied to the clients’ success.
Background
FRIEDENTHAL FINANCIAL, LLC was founded in 1999 by John Friedenthal, a highly experienced financial advisor. With a strong passion for helping others achieve financial success, John set out to create a firm where clients could receive personalized and unbiased financial advice. Today, the firm has grown to include a team of highly qualified financial advisors who all share John’s dedication to their clients’ financial wellbeing.