Univest Investments, Inc. is an adviser based in Souderton. It manages $15.53 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.
Univest Investments provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Univest Investments, Inc. is $15.53 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Univest Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Martin Renninger has been acting as President since 1 Sep 2001. Keith Brian Paich joined the executive team most recently as the Vice President/Chief Financial Principal.
The principal office where Univest Investments, Inc. performs its advisory services is located at 14 North Main Street, Souderton, PA 18964, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-721-2112 or by fax 215-721-4010. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.