Overview
Assets Under Management: $263 million
Headquarters: HARRISONBURG, VA
High-Net-Worth Clients: 98
Average Client Assets: $3 million
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