Strategent Financial, LLC

Strategent Financial, LLC (CRD# 148173) is a financial advisory firm headquartered in Harrisonburg, VA. They manage $262,816,045 in 121 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
185 Neff Avenue, Suite 102, Harrisonburg, VA 22801
http://www.linkedin.com/company/strategent-financial-llc
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $2,172,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Strategent Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dale Lam, financial advisor Harrisonburg VA
Dale S. Lam
CRD#: 3265572
185 Neff Avenue, Suite 102, Harrisonburg, VA 22801

Dale Lam (CRD# 3265572) is an Investment Advisor Representative working at Strategent Financial, LLC in Harrisonburg, VA and has over 15 years of experience in the finance industry.

2
Abram Shearer, financial advisor Harrisonburg VA
Abram J. Shearer
CRD#: 5204820
185 Neff Avenue, Suite 102, Harrisonburg, VA 22801

Abram Shearer (CRD# 5204820) is an Investment Advisor Representative working at Strategent Financial, LLC in Harrisonburg, VA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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