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).

By the Numbers
  • Total Assets Under Management
    1,106
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NY, VA

Financial Advisors at Emergent Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alexander X. Urpi
CRD#: 6196798
310 Old Ivy Way Ste 302, Suite 302, Charlottesville, VA 22903

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 J. Urpi
CRD#: 1729302
310 Old Ivy Way Ste 302, Suite 302, Charlottesville, VA 22903

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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