FRIEDENTHAL FINANCIAL

HTTPS://WWW.FRIEDENTHALFINANCIAL.COM VOORHEES, NJ Investment Advisor How do I update this listing?

Friedenthal Financial is based out of Voorhees. Friedenthal Financial is a large advisory firm with 160 clients and discretionary assets under management (AUM) of $112,250,000 (Form ADV from 2019-03-21). Their last reported 13F filing for Q2 2019 included $116,520,000 in managed 13F securities and a top 10 holdings concentration of 48.98%. Friedenthal Financial's largest holding is iShares Edge MSCI Min Vol USA ETF with shares held of 168,593. Friedenthal Financial has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 23 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $116.52 Million
  • Prior Market Value $116.78 Million
  • New Purchases14 stocks
  • Additional Purchases35 stocks
  • Sold out of11 stocks
  • Reduced holdings in9 stocks
  • Top 10 Holdings % 48.98 %
  • Turnover % [1]:41.67%
  • Turnover Alt % [2]: 36.81 %
  • Time Held Top20:3.65 quarters
  • Time Held Top10:3.00 quarters
  • Time Held All:9.57 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.53%
Performance Last 4 Quarters: 1.04%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FRIEDENTHAL FINANCIAL, LLC
5000 SAGEMORE DRIVE SUITE 102
MARLTON NJ    08053
Country: United States

Business Phone: 856-210-6494
Fax: 856-210-1565
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 160
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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FRIEDENTHAL FINANCIAL, LLC

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
FRIEDENTHAL, MARK PRESIDENT/CHIEF COMPLIANCE OFFICER 04/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
FRIEDENTHAL FINANCIAL, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2009-04-01
WHEELER, FREDERIC CHIEF INVESTMENT OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
FRIEDENTHAL FINANCIAL, LLC CHIEF INVESTMENT OFFICER direct 2019-03-01

FRIEDENTHAL FINANCIAL, LLC

ownership team - last updated 2018-06-14
Name Title Start Date Direct/Indirect % Ownership
FRIEDENTHAL, MARK PRESIDENT/CHIEF COMPLIANCE OFFICER 04/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
FRIEDENTHAL FINANCIAL, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2009-04-01

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