UNIVEST INVESTMENTS, INC.
CRD #1834 SEC #801-61159 SOUDERTON, PA 215-721-2112
SEC Registered Broker-Dealer
Total AUM
$15.5M
Discretionary
$0
Employees
6
Clients
0
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2012 | $15.5M | $0 | $15.5M | 4 | 11 |
| Nov 2012 | $15.5M | $0 | $15.5M | 4 | 11 |
| Nov 2012 | $15.5M | $0 | $15.5M | 4 | 11 |
| Sep 2012 | $15.5M | $0 | $15.5M | 6 | 11 |
| Mar 2012 | $15.5M | $0 | $15.5M | 6 | 11 |
| Mar 2011 | $21.4M | $0 | $21.4M | 10 | -- |
| Mar 2011 | $21.4M | $0 | $21.4M | 10 | -- |
| Mar 2007 | $37.3M | $0 | $37.3M | 10 | -- |
| Mar 2006 | $35.9M | $0 | $35.9M | 10 | -- |
| Mar 2004 | $31.7M | $0 | $31.7M | 10 | -- |
DateDec 2012
Total AUM$15.5M
Discretionary$0
Non-Disc.$15.5M
Employees4
Clients11
DateNov 2012
Total AUM$15.5M
Discretionary$0
Non-Disc.$15.5M
Employees4
Clients11
DateNov 2012
Total AUM$15.5M
Discretionary$0
Non-Disc.$15.5M
Employees4
Clients11
DateSep 2012
Total AUM$15.5M
Discretionary$0
Non-Disc.$15.5M
Employees6
Clients11
DateMar 2012
Total AUM$15.5M
Discretionary$0
Non-Disc.$15.5M
Employees6
Clients11
DateMar 2011
Total AUM$21.4M
Discretionary$0
Non-Disc.$21.4M
Employees10
Clients--
DateMar 2011
Total AUM$21.4M
Discretionary$0
Non-Disc.$21.4M
Employees10
Clients--
DateMar 2007
Total AUM$37.3M
Discretionary$0
Non-Disc.$37.3M
Employees10
Clients--
DateMar 2006
Total AUM$35.9M
Discretionary$0
Non-Disc.$35.9M
Employees10
Clients--
DateMar 2004
Total AUM$31.7M
Discretionary$0
Non-Disc.$31.7M
Employees10
Clients--