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).
Total Assets Under Management15MILLION
Total Number of Accounts59ACCOUNTS
Average Account Value$256,614
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services