Umergence LLC
Firm details
- Headquarters
- Plantsville, Connecticut
- CRD number
- 284368
- Registered since
- September 19, 2017
- Website
- www.umergence.com
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Addie Jensen
Chief Operations OfficerCRD 7076836
David Logan
Co-Founder and CEOCRD 6627847
Stephen Masiello
Founder & CEOCRD 2682216
Contacts
3 of 46
Victor Park
Principal and FounderCRD 1928226
William Hogan
Managing DirectorCRD 4120547
David Hirsch
Managing DirectorCRD 7348165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plantsville, CT
Hartford
Location
Plantsville, CT
Headquartered in Plantsville, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 1006 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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