Strategent Financial, LLC is a large advisory firm based in Harrisonburg. It manages $121.66 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Texas and Virginia.
Strategent Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strategent Financial, LLC is $121.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and $275.56 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Strategent Financial, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Strategent Financial is high net worth individuals with 56 clients and $104.43 million of assets under management. Among the 10 most similar advisory firms, Strategent Financial has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $120.81 million for 89 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Strategent Financial doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Strategent Financial, LLC performs its advisory services is located at 185 Neff Avenue, Harrisonburg, VA 22801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 540-437-1222 or by fax 540-437-1299. The normal business hours are by appointment only on Other. You can find more information about the New York firm at strategentfinancial.com.