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Xavier Jose Urpi

Cio/Managing PartnerEmergent Financial Services, LLC.CRD 1729302

About Xavier Jose Urpi

Xavier Jose Urpi is listed as Cio/Managing Partner at Emergent Financial Services, LLC. in Charlottesville, VA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Emergent Financial Services, LLC.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Xavier Jose Urpi work?

Xavier Jose Urpi is listed as Cio/Managing Partner at Emergent Financial Services, LLC. on SEC Form ADV.

How much of Emergent Financial Services, LLC. does Xavier Jose Urpi own?

Form ADV reports a beneficial ownership band of 25-50%.

Emergent Financial Services, LLC.

TitleCio/Managing Partner
Ownership25-50%
Control personYes
Since2017