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Building 2EMERGENT FINANCIAL SERVICES, LLC.

Map pinCHARLOTTESVILLE, VA
Phone434-260-1690
NotebookSEC #801-114160
Total AUM
$195.2M
Employees
5
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 OLD IVY WAY STE 302
SUITE 302
CHARLOTTESVILLE
VA 22903
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
434-260-1690

ReceiptFinancials

Total AUM
$195.2M
Accounts
250
Discretionary
$95.2M
Accounts
249
Non-Discretionary
$100M
Accounts
1

ContactClients

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Individual Clients
227
AUM
$35.3M
HNW Individual Clients
19
AUM
$32.5M
Charitable Organization Clients
1
AUM
$1K
Government Entity Clients
1
AUM
$127.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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