UVEST FINANCIAL SERVICES GROUP, INC.
CRD #13787 SEC #801-47970 CHARLOTTE, NC 800-277-8802
SEC Registered Broker-Dealer
Total AUM
$850M
Discretionary
$120M
Employees
251
Clients
25
Accounts
3,800
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2011 | $500M | $94M | $406M | 251 | -- |
| Jun 2011 | $500M | $94M | $406M | 251 | -- |
| Mar 2011 | $500M | $94M | $406M | 251 | -- |
| Jan 2011 | $748M | $180M | $568M | 251 | -- |
| Jan 2011 | $748M | $180M | $568M | 251 | -- |
| Nov 2010 | $748M | $180M | $568M | 251 | -- |
| Sep 2010 | $748M | $180M | $568M | 251 | -- |
| Mar 2010 | $748M | $180M | $568M | 251 | -- |
| Oct 2009 | $771M | $139M | $632M | 501 | -- |
| Sep 2009 | $771M | $139M | $632M | 501 | -- |
| Mar 2008 | $875M | $68M | $807M | 501 | -- |
| Dec 2007 | $900M | $318M | $582M | 501 | -- |
| Nov 2007 | $900M | $318M | $582M | 501 | -- |
| Sep 2007 | $900M | $318M | $582M | 501 | -- |
| Sep 2007 | $900M | $318M | $582M | 501 | -- |
| Apr 2007 | $850M | $120M | $730M | 251 | -- |
| Mar 2007 | $850M | $120M | $730M | 251 | -- |
| Feb 2007 | $850M | $120M | $730M | 251 | -- |
| Jan 2007 | $850M | $120M | $730M | 251 | -- |
| Feb 2006 | $380M | $150M | $230M | 5 | -- |
| Jan 2006 | $380M | $150M | $230M | 5 | -- |
| Jun 2004 | $70M | $50M | $20M | 5 | -- |
| Apr 2004 | $70M | $50M | $20M | 5 | -- |
| Mar 2004 | $70M | $50M | $20M | 5 | -- |
| Apr 2002 | $18.8M | $18.8M | $0 | 5 | -- |
| Oct 2001 | $32.9M | $32.9M | $0 | 5 | -- |
| Aug 2001 | $32.9M | $32.9M | $0 | 5 | -- |
| Jul 2001 | $32.9M | $32.9M | $0 | 5 | -- |
| Jul 2001 | $32.9M | $32.9M | $0 | 5 | -- |
| Jun 2001 | $32.9M | $32.9M | $0 | 5 | -- |
DateJul 2011
Total AUM$500M
Discretionary$94M
Non-Disc.$406M
Employees251
Clients--
DateJun 2011
Total AUM$500M
Discretionary$94M
Non-Disc.$406M
Employees251
Clients--
DateMar 2011
Total AUM$500M
Discretionary$94M
Non-Disc.$406M
Employees251
Clients--
DateJan 2011
Total AUM$748M
Discretionary$180M
Non-Disc.$568M
Employees251
Clients--
DateJan 2011
Total AUM$748M
Discretionary$180M
Non-Disc.$568M
Employees251
Clients--
DateNov 2010
Total AUM$748M
Discretionary$180M
Non-Disc.$568M
Employees251
Clients--
DateSep 2010
Total AUM$748M
Discretionary$180M
Non-Disc.$568M
Employees251
Clients--
DateMar 2010
Total AUM$748M
Discretionary$180M
Non-Disc.$568M
Employees251
Clients--
DateOct 2009
Total AUM$771M
Discretionary$139M
Non-Disc.$632M
Employees501
Clients--
DateSep 2009
Total AUM$771M
Discretionary$139M
Non-Disc.$632M
Employees501
Clients--
DateMar 2008
Total AUM$875M
Discretionary$68M
Non-Disc.$807M
Employees501
Clients--
DateDec 2007
Total AUM$900M
Discretionary$318M
Non-Disc.$582M
Employees501
Clients--
DateNov 2007
Total AUM$900M
Discretionary$318M
Non-Disc.$582M
Employees501
Clients--
DateSep 2007
Total AUM$900M
Discretionary$318M
Non-Disc.$582M
Employees501
Clients--
DateSep 2007
Total AUM$900M
Discretionary$318M
Non-Disc.$582M
Employees501
Clients--
DateApr 2007
Total AUM$850M
Discretionary$120M
Non-Disc.$730M
Employees251
Clients--
DateMar 2007
Total AUM$850M
Discretionary$120M
Non-Disc.$730M
Employees251
Clients--
DateFeb 2007
Total AUM$850M
Discretionary$120M
Non-Disc.$730M
Employees251
Clients--
DateJan 2007
Total AUM$850M
Discretionary$120M
Non-Disc.$730M
Employees251
Clients--
DateFeb 2006
Total AUM$380M
Discretionary$150M
Non-Disc.$230M
Employees5
Clients--
DateJan 2006
Total AUM$380M
Discretionary$150M
Non-Disc.$230M
Employees5
Clients--
DateJun 2004
Total AUM$70M
Discretionary$50M
Non-Disc.$20M
Employees5
Clients--
DateApr 2004
Total AUM$70M
Discretionary$50M
Non-Disc.$20M
Employees5
Clients--
DateMar 2004
Total AUM$70M
Discretionary$50M
Non-Disc.$20M
Employees5
Clients--
DateApr 2002
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--