← Back to searchVisit website
EMERGENT FINANCIAL SERVICES, LLC.
CRD 288434 · SEC 801-114160
310 OLD IVY WAY STE 302, SUITE 302, CHARLOTTESVILLE, VA, 22903, United States
Phone
434-260-1690
Fax
434-529-6536
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.2M
Discretionary AUM
$95.2M
Team
5 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 227 | $35.3M |
| High net worth individuals | 19 | $32.5M |
States served
NJ, NY, VA
All web addresses on file
Official SEC filing: View on IAPD