RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 29, 2025
Branch Offices
0
LEI
254900CM0YQA2D1ZFW36

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
URPI, XAVIER, JOSEICIO/MANAGING PARTNERC Control
URPI, XAVIER, JOSEICIO/MANAGING PARTNERC Control
URPI, XAVIER, JOSEICIO/MANAGING PARTNERC Control
URPI, XAVIER, JOSEICIO/MANAGING PARTNERC Control
URPI, XAVIER, JOSEICIO/MANAGING PARTNERC Control
URPI, XAVIER, JOSEICIO/MANAGING PARTNERC Control
URPI, XAVIER, JOSEICIO/MANAGING PARTNERC Control
URPI, XAVIER, JOSEICIO/MANAGING PARTNERC Control
URPI, XAVIER, JOSEICIO/MANAGING PARTNERC Control
URPI, ALEXANDER, XAVIERICEO/CCO/MANAGING PARTNERB Control
URPI, ALEXANDER, XAVIERICEO/CCO/MANAGING PARTNERB Control
URPI, ALEXANDER, XAVIERICEO/CCO/MANAGING PARTNERB Control
URPI, ALEXANDER, XAVIERICEO/CCO/MANAGING PARTNERB Control
URPI, ALEXANDER, XAVIERICEO/CCO/MANAGING PARTNERB Control
URPI, ALEXANDER, XAVIERICEO/CCO/MANAGING PARTNERB Control
URPI, ALEXANDER, XAVIERICEO/CCO/MANAGING PARTNERB Control
URPI, ALEXANDER, XAVIERICEO/CCO/MANAGING PARTNERB Control
URPI, ALEXANDER, XAVIERICEO/CCO/MANAGING PARTNERB Control
Urpi, Michael, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Michael, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Michael, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Michael, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Michael, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Michael, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Michael, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Michael, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Michael, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Nickolas, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Nickolas, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Nickolas, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Nickolas, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Nickolas, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Nickolas, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Nickolas, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Nickolas, XavierIRESEARCHER/NONMANAGING PARTNERB
Urpi, Nickolas, XavierIRESEARCHER/NONMANAGING PARTNERB

Registrations

Federal

IA
Jan 29, 2025 REGISTERED

Notice Filings (2)

NY VA

Address

310 OLD IVY WAY STE 302
SUITE 302
CHARLOTTESVILLE, VA 22903
United States
Phone: 434-260-1690