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EMERGENT FINANCIAL SERVICES, LLC.
EMERGENT FINANCIAL SERVICES, LLC.
CHARLOTTESVILLE, Virginia
·
4 registered advisors
·
CRD# 288434
SEC# 801-114160
0
434-260-1690
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at EMERGENT FINANCIAL SERVICES, LLC.
4 registered advisors
Alexander Xavier Urpi
CHARLOTTESVILLE, Virginia
CRD# 6196798
Michael Xavier Urpi
CHARLOTTESVILLE, Virginia
CRD# 6811132
Nickolas Xavier Urpi
CHARLOTTESVILLE, Virginia
CRD# 6785775
Xavier Jose Urpi
CHARLOTTESVILLE, Virginia
CRD# 1729302
05
Office Locations
CHARLOTTESVILLE, Virginia
4 advisors
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Data sourced from SEC Form ADV filings. EMERGENT FINANCIAL SERVICES, LLC. (CRD# 288434) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.