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

Univest Financial has reported Investment Advisory for 7 years, with the latest figure at $3.7 million in Q1 2018.

• Quarterly Investment Advisory rose 15.78% year-over-year to $3.7 million in Q1 2018, while the trailing twelve-month figure through Mar 2018 was $14.0 million (up 16.94% YoY) and the FY2017 annual result came in at $13.5 million, up 17.77% from the prior year.
• Investment Advisory advanced to $3.7 million in Q1 2018 per UVSP's latest filing, from $3.5 million in the prior quarter.
• Over five years, Investment Advisory peaked at $3.7 million in Q1 2018 and troughed at $2.6 million in Q4 2015.
• A 5-year average of $3.0 million and a median of $3.0 million in 2014 frame the typical range for Investment Advisory.
• The sharpest annual moves came in 2014 and 2015: Investment Advisory jumped 77.36% in 2014, then declined 12.93% in 2015.
• Over 5 years, Investment Advisory stood at $2.8 million in 2014, then retreated by 4.82% to $2.6 million in 2015, then climbed by 16.94% to $3.1 million in 2016, then grew by 13.44% to $3.5 million in 2017, then rose by 5.68% to $3.7 million in 2018.
• According to Business Quant data, Investment Advisory over the past three periods registered $3.7 million, $3.5 million, and $3.5 million for Q1 2018, Q4 2017, and Q3 2017 respectively.