PPrivate Fund Data Log in Join · $37/mo

Univest Financial Corporation

ParentGirard Advisory Services, LLC

About Univest Financial Corporation

Univest Financial Corporation is listed as Parent 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 B

Frequently asked questions

Where does Univest Financial Corporation work?

Univest Financial Corporation is listed as Parent at Girard Advisory Services, LLC on SEC Form ADV.

How much of Girard Advisory Services, LLC does Univest Financial Corporation own?

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

Girard Advisory Services, LLC

TitleParent
OwnershipOver 75%
Control personYes
Since2014