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Building 2UNIVEST INVESTMENTS, INC.

Map pinSOUDERTON, PA
Phone215-721-2112
NotebookSEC #801-61159
Total AUM
$15.5M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 NORTH MAIN STREET
SOUDERTON
PA 18964
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
215-721-2112

ReceiptFinancials

Total AUM
$15.5M
Accounts
50
Discretionary
$0
Accounts
0
Non-Discretionary
$15.5M
Accounts
50

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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