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STRATEGENT FINANCIAL, LLC
CRD 148173 · SEC 801-112356
185 NEFF AVENUE, SUITE 102, HARRISONBURG, VA, 22801, United States
Phone
540-437-1222
Fax
540-437-1299
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$374.7M
Discretionary AUM
$374.7M
Team
6 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $19.0M |
| High net worth individuals | 106 | $351.6M |
| Pension/profit sharing plans | 6 | — |
States served
VA, TX
All web addresses on file
Official SEC filing: View on IAPD