Emergent Financial Services, LLC
Emergent Financial Services, LLC (CRD# 288434) is a financial advisory firm headquartered in Charlottesville, VA. They manage $1,105,901,000 in 134 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Emergent Financial Services, LLC
By the Numbers
-
Total Assets Under Management1,106MILLION
-
Total Number of Accounts134ACCOUNTS
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Average Account Value$8,252,993
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, VA
Financial Advisors at Emergent Financial Services, LLC
1
Alexander Urpi (CRD# 6196798) is an Investment Advisor Representative working at Emergent Financial Services, LLC in Charlottesville, VA and has over 10 years of experience in the finance industry.
2
Xavier Urpi (CRD# 1729302) is an Investment Advisor Representative working at Emergent Financial Services, LLC in Charlottesville, VA and has over 31 years of experience in the finance industry.
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