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Univest Bank and Trust Co.

Parent CompanyGirard Advisory Services, LLC

About Univest Bank and Trust Co.

Univest Bank and Trust Co. is listed as Parent Company at Girard Advisory Services, LLC in King of Prussia, PA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Girard Advisory Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Univest Bank and Trust Co. work?

Univest Bank and Trust Co. is listed as Parent Company at Girard Advisory Services, LLC on SEC Form ADV.

How much of Girard Advisory Services, LLC does Univest Bank and Trust Co. own?

Form ADV reports a beneficial ownership band of Over 75%.

Girard Advisory Services, LLC

TitleParent Company
OwnershipOver 75%
Control personYes
Since2019