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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Sept. 6, 2019
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $299.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

42

name start date
David Warren Geibel
April 2011
Joseph Richard Benner
September 2015
Pawel Adam Durka
November 2018
Jordan Leigh Sowhangar
March 2015
Barry Wayne Keck
January 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Girard Pension Services, LLC -- --
    Univest Bank & Trust Co -- --
    Univest Insurance, Inc. -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kevin Brian Norris President November, 2004 less than 5%
      Lisa Marie Colon Chief Operations Officer April, 2011 less than 5%
      Thomas Edwin Hellings Chief Compliance Officer January, 2019 less than 5%
        Source: SEC

        Fees

        There is no compensation data available to display at this time