Umergence LLC

Overview

Umergence LLC is a limited liability company that registered with the SEC in 2017. FINTRX classifies the firm as unclassified and lists the owner type as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not a related adviser. FINTRX also notes the adviser is not newly formed and does not identify it as a multi-state adviser. Details about the firm's advisory activities, client mix, fee schedule and core business lines were not provided in the available data.

Assets & Accounts

Location & Offices