Strategent Financial
Financial Services, 185 Neff Ave, Harrisonburg, Virginia, 22801, United States, 1-10 Employees
Phone Number: +15*********
Who is STRATEGENT FINANCIAL
Strategent Financial, LLC was founded by Dale S. Lam to provide financial advisory and wealth management services to a select group of clients. The foundational underpinnings for Stratege...
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Headquarters: 185 Neff Ave, Harrisonburg, Virginia, 22801, United States
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Date Founded: 2008
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 7389
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NAICS Code: 561499 |
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Frequently Asked Questions Regarding Strategent Financial
Answer: Strategent Financial's headquarters are located at 185 Neff Ave, Harrisonburg, Virginia, 22801, United States
Answer: Strategent Financial's phone number is +15*********
Answer: Strategent Financial's official website is https://strategentfinancial.com
Answer: Strategent Financial's revenue is Under $1 Million
Answer: Strategent Financial's SIC: 7389
Answer: Strategent Financial's NAICS: 561499
Answer: Strategent Financial has 1-10 employees
Answer: Strategent Financial is in Financial Services
Answer: Strategent Financial contact info: Phone number: +15********* Website: https://strategentfinancial.com
Answer: Strategent Financial, LLC was founded by Dale S. Lam to provide financial advisory and wealth management services to a select group of clients. The foundational underpinnings for Strategents client service strategy is that successful individuals and families require and deserve sound financial strategies, investment management and advisor oversight. In essence, Strategent provides a personal chief financial officer service to its clients, just as successful corporations rely upon a chief financial officer to execute and manage their financial concerns. Through its consultative client service, Strategent provides a comprehensive financial solution to meet the needs of its clients. By thoroughly understanding its clients goals and objectives, Strategent is well positioned to provide the appropriate investment plans and advanced planning tools that they require. Strategent Financial is an independent, fee-only advisory firm. As a registered investment advisory firm, Strategent has a fiduciary responsibility to its clients. Strategent is compensated solely from its clients and does not receive commissions from third parties for selling products.
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