Univest Investments, Inc. (Souderton)

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.

Univest Investments: assets under management

The assets under management (AUM) of Univest Investments, Inc. is $15.53 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

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.

Careers at Univest Investments, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Univest Financial Services Corp.	Holding company	1 Jan 1999	75% - 100%	23-2213963
Univest National Bank And Trust Co.	Holding company	1 Jan 1999	75% - 100%	23-1171580
Univest Bank And Trust Co.	Holding company	1 Jan 1999	75% - 100%	23-1171580
Karen Elizabeth Tejkl	Chief compliance officer	1 Apr 2001	Other	4226710
Kenneth Dean Hochstetler	President	1 Apr 2001	Other	4039345
Darren Glen Johnson	Vice president/chief operations principal	1 Apr 2001	Other	4102844
Martin Renninger	Chairman	1 Sep 2001	Other	4457740
Kenneth Dean Hochstetler	President	1 Sep 2001	Other	4039345
Darren Glen Johnson	Vice president	1 Sep 2001	Other	4102844
Wallace Bieler	Treasurer	1 Sep 2001	Other	4457847
Norman Keller	Secretary	1 Sep 2001	Other	4457773
Wallace Henry Bieler	Secretary/treasurer	1 Sep 2001	Other	4457847
Keith Brian Paich	Vice president/chief financial principal	1 Oct 2005	Other	2864947

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Univest Corporation Of Pennsylvania	Parent	1 Jan 1999	75% - 100%	23-1886144

Based in Souderton

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.