Strategent Financial, Llc
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- 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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Headquarters:185 Neff Avenue Suite 102, Harrisonburg, Virginia, United States
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Phone Number: +1 540-437-1222
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Website: https://www.strategentfinancial.com
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Employees:3
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Revenue:$0 - 1M
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Legal Name:Strategent Financial, Llc
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Strategent Financial, Llc's Social Media
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| NAICS Code: 561499 |
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Frequently Asked Questions regarding Strategent Financial, Llc
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Where are Strategent Financial, Llc's Headquarters?
Strategent Financial, Llc's Headquarters are in 185 Neff Avenue Suite 102,Harrisonburg,Virginia,United States
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What is Strategent Financial, Llc's phone number?
Strategent Financial, Llc's phone number is +1 540-437-1222
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What is Strategent Financial, Llc's official website?
Strategent Financial, Llc's official website is https://www.strategentfinancial.com
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What is Strategent Financial, Llc's Revenue?
Strategent Financial, Llc's revenue is $0 - 1M
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What is Strategent Financial, Llc's NAICS code?
Strategent Financial, Llc's NAICS code is 561499
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How many employees are working in Strategent Financial, Llc
Strategent Financial, Llc has 3 employees
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What is Strategent Financial, Llc's Industry?
Strategent Financial, Llc is in the industry of Financial Services
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Who is Strategent Financial, Llc's President?
Strategent Financial, Llc's President is Dale Lam