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STRATEGENT FINANCIAL, LLC
STRATEGENT FINANCIAL, LLC
HARRISONBURG, Virginia
·
3 registered advisors
·
CRD# 148173
SEC# 801-112356
0
540-437-1222
01
Firm Overview
AUM
$263M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STRATEGENT FINANCIAL, LLC
3 registered advisors
Abram Joshua Shearer
HARRISONBURG, Virginia
CRD# 5204820
Dale Scott Lam
HARRISONBURG, Virginia
CRD# 3265572
Melissa M Mayhew
HARRISONBURG, Virginia
CRD# 7038868
05
Office Locations
HARRISONBURG, Virginia
3 advisors
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Data sourced from SEC Form ADV filings. STRATEGENT FINANCIAL, LLC (CRD# 148173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.