Overview
Assets Under Management: $263 million
Headquarters: HARRISONBURG, VA
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Frequently Asked Questions
STRATEGENT FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148173), STRATEGENT FINANCIAL, LLC is subject to fiduciary duty under federal law.
STRATEGENT FINANCIAL, LLC is headquartered in HARRISONBURG, VA.
STRATEGENT FINANCIAL, LLC serves 98 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, STRATEGENT FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
STRATEGENT FINANCIAL, LLC manages $263 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, STRATEGENT FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 121
Discretionary Accounts: 121
Regulatory Filings
CRD Number: 148173
Last Filing Date: 2025-01-14 00:00:00
Website: https://strategentfinancial.com