Univest Financial (UVSP) Investment Advisory (2012 - 2018)

Univest Financial has disclosed Investment Advisory across 7 years of filings, most recently posting $3.7 million for Q1 2018.

• Investment Advisory for Q1 2018 came in at $3.7 million, up 15.78% year-over-year; the trailing twelve-month figure through Mar 2018 was $14.0 million (up 16.94% YoY), and the FY2017 annual result was $13.5 million, up 17.77% from the prior year.
• Investment Advisory came in at $3.7 million for Q1 2018 at Univest Financial, up from $3.5 million in the prior quarter.
• In the past five years, Investment Advisory ranged from a high of $3.7 million in Q1 2018 to a low of $2.6 million in Q4 2015.
• The 5-year median for Investment Advisory is $3.0 million (2014), against an average of $3.0 million.
• Across the five-year window, Investment Advisory surged 77.36% in 2014 and slipped 12.93% in 2015, its largest moves.
• Univest Financial's Investment Advisory stood at $2.8 million in 2014, then declined by 4.82% to $2.6 million in 2015, then gained by 16.94% to $3.1 million in 2016, then advanced by 13.44% to $3.5 million in 2017, then grew by 5.68% to $3.7 million in 2018.
• The last three Investment Advisory figures came in at $3.7 million (Q1 2018), $3.5 million (Q4 2017), and $3.5 million (Q3 2017), per Business Quant data.