Be advised. This firm is no longer registered.

Univest Investments, Inc.

Univest Investments, Inc. (CRD# 1834) is a financial advisory firm headquartered in Souderton, PA. They manage $15,140,245 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
41 West Broad Street, Souderton, PA 18964
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $256,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Univest Investments, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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