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STRATEGENT FINANCIAL, LLC
Tel: 540-437-1222
185 Neff Avenue Suite 102
Harrisonburg, Virginia 22801
STRATEGENT FINANCIAL, LLC
STRATEGENT FINANCIAL, LLC is a Harrisonburg, Virginia based financial advisory firm with nearly $262,816,045 in assets under management and provides investment advisory services for 121 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSET
Firm CRD#:
148173
SEC#:
801-112356
No. of Clients:
121
Assets under Management
$262,816,045
No. of Advisors:
5
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