EMERGENT FINANCIAL SERVICES, LLC.
CRD #288434 SEC #801-114160 CHARLOTTESVILLE, VA 434-260-1690
SEC Registered
Total AUM
$110.4M
Discretionary
$65.4M
Employees
5
Clients
25
Accounts
176
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $110.4M | $65.4M | $45M | 5 | 0 |
| Mar 2024 | $1.1B | $193.7M | $915.6M | 5 | 0 |
| Feb 2023 | $1.1B | $170.9M | $935M | 5 | 0 |
| Feb 2022 | $1.1B | $170.5M | $917.2M | 5 | 0 |
| Apr 2021 | $1.1B | $166.9M | $925M | 5 | 0 |
| Jun 2020 | $1.1B | $159.2M | $935M | 5 | 0 |
| Feb 2020 | $1.1B | $159.2M | $935M | 5 | 0 |
| Feb 2019 | $1.1B | $152.4M | $935M | 5 | 0 |
| Sep 2018 | $149.6M | $144.6M | $5M | 5 | 0 |
DateJan 2025
Total AUM$110.4M
Discretionary$65.4M
Non-Disc.$45M
Employees5
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$193.7M
Non-Disc.$915.6M
Employees5
Clients0
DateFeb 2023
Total AUM$1.1B
Discretionary$170.9M
Non-Disc.$935M
Employees5
Clients0
DateFeb 2022
Total AUM$1.1B
Discretionary$170.5M
Non-Disc.$917.2M
Employees5
Clients0
DateApr 2021
Total AUM$1.1B
Discretionary$166.9M
Non-Disc.$925M
Employees5
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$159.2M
Non-Disc.$935M
Employees5
Clients0
DateFeb 2020
Total AUM$1.1B
Discretionary$159.2M
Non-Disc.$935M
Employees5
Clients0
DateFeb 2019
Total AUM$1.1B
Discretionary$152.4M
Non-Disc.$935M
Employees5
Clients0
DateSep 2018
Total AUM$149.6M
Discretionary$144.6M
Non-Disc.$5M
Employees5
Clients0