Emergent Financial Services, LLC
Emergent Financial Services, LLC (CRD# 288434) is a financial advisory firm headquartered in Charlottesville, VA. They manage $1,109,311,000 in 167 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 Management1,109MILLION
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$6,642,581
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
![](/img/ws/firm-ria-sec-logo.png)
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 11 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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.