STRIVENT FINANCIAL

STRIVENT FINANCIAL is an SEC-registered investment adviser (CRD 299009). Regulatory assets under management: $29.3M.

Registration

• CRD: 299009
• Type: Registered investment adviser
• Phone: 800-893-6783
• Latest filing: 2026-03-31
• Regulatory AUM: $29.3M
• Discretionary AUM: $26.4M
• Non-discretionary AUM: $2.9M
• Clients: 1
• Accounts: 152

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299009 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search