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EMERGENT FINANCIAL SERVICES, LLC.

SEC Form ADV profile.

Total regulatory AUM
$195,201,000
Discretionary
$95,201,000
Non-discretionary
$100,000,000

Firm details

CRD number
288434
SEC file number
801-114160
Main office
CHARLOTTESVILLE, VA, United States
Employees
5
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of November 2026.