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Pennsylvania Firm Expands Financial Advisory Practice With RIA Acquisition
Eliane Chavagnon
20 December 2013
Univest Corporation of Pennsylvania is taking its AuM to $3 billion
and strengthening its financial advisory capabilities by acquiring , a registered investment advisory firm with more than $500 million in AuM.
Girard Partners will continue to
operate with its present management structure out of their main office in King of Prussia, PA, and
satellite offices in Richmond,
VA, and Fort Myers, FL. Univest Wealth Management currently has $2.5 billion in AuM
through its trust, broker-dealer and investment advisory affiliates. The deal is expected to close in January 2014.