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Home > Retirement Planners > california > encinitas > EMERGENT FINANCIAL SERVICES, LLC.
EMERGENT FINANCIAL SERVICES, LLC.
310 Old Ivy Way Ste 302
Suite 302
Charlottesville, Virginia 22903
Tel: 434-260-1690
About EMERGENT FINANCIAL SERVICES, LLC.
EMERGENT FINANCIAL SERVICES, LLC, formally registered with the SEC as EMERGENT FINANCIAL SERVICES, LLC. The firm was established in 10/22/2018. They have over 1 offices throughout the country.
EMERGENT FINANCIAL SERVICES, LLC. is a Charlottesville, Virginia based Financial Planning firm with nearly $110,401,000 assets under management, offering retirement planning & investment advisory services to 176 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288434 |
| SEC# | 801-114160 |
| Assets Managed by Firm | $110,401,000 |
| No. of Clients | 176 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 176 | $110,401,000 |
| Individuals (other than high net worth individuals) | 158 | $27,000,000 |
| High net worth individuals | 15 | $25,000,000 |
| Charitable organizations | Fewer than 5 clients | $1,000 |
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