STRATEGENT FINANCIAL, LLC

185 Neff Avenue
Suite 102
Harrisonburg, Virginia 22801
Tel: 540-437-1222

About STRATEGENT FINANCIAL, LLC

STRATEGENT FINANCIAL, LLC, formally registered with the SEC as STRATEGENT FINANCIAL, LLC. The firm was established in 01/22/2018. They have over 1 offices throughout the country.

STRATEGENT FINANCIAL, LLC is a Harrisonburg, Virginia based Financial Planning firm with nearly $262,816,045 assets under management, offering retirement planning & investment advisory services to 121 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148173
SEC#	801-112356
Assets Managed by Firm	$262,816,045
No. of Clients	121
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	121	$262,816,045
Individuals (other than high net worth individuals)	30	$18,257,080
High net worth individuals	89	$241,785,636
Charitable organizations	Fewer than 5 clients	$1,545,787
Corporations or other businesses	Fewer than 5 clients	$1,227,542

More Retirement Planning firms in Harrisonburg, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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