Sign in
Create a free account
STRATEGENT FINANCIAL, LLC
HARRISONBURG, VA
540-437-1222
SEC #801-112356Total AUM
$374.7M
Employees
6Clients
142Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
185 NEFF AVENUE
SUITE 102
HARRISONBURG
VA 22801
United States
SUITE 102
HARRISONBURG
VA 22801
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
540-437-1222
Financials
Total AUM
$374.7M
Accounts
136Discretionary
$374.7M
Accounts
136Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
28AUM
$19M
HNW Individual Clients
106AUM
$351.6M
Pension/Profit Sharing Plan Clients
6AUM
$0
Charitable Organization Clients
1AUM
$1.6M
Corporation or Business Clients
1AUM
$2.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Compliance
Disclosures
None reported
State Registrations
TXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.