Ameriserv Wealth Advisors Inc

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$1M

Accounts

1,073

Employees

4

Advisory reps

11

Firm details

Headquarters: Johnstown, Pennsylvania
CRD number: 105846
Registered since: November 14, 1994
Website: www.ameriserv.com
Custodians: AMERISERV FINANCIAL BANK
Fee structure: Percentage of AUM
Client types: Banking / Thrift Institutions90.01%
HNWI4.16%
Other1.8%
Corporations / Businesses1.48%
Individuals1.47%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Ameriserv Wealth Advisors Inc is a corporate, institutional registered investment adviser that has been SEC-registered since 1994. It serves both individual/family clients and institutional accounts on a percentage-of-assets fee model. The firm’s advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled vehicles and institutional portfolios, and the publication of periodicals or newsletters. Ameriserv is not positioned as a capital allocator and does not identify as an active ESG investor or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds80%
US Government Bonds8%
Cash & Cash Equivalents6%
Exchange Traded Equities3%
Investment Grade Corp Bonds2%

Owners & executives

3 of 5

Frank Lapinsky
President & CEOCRD 6040062
Ronald Shostek
Vice President And Chief Investment OfficerCRD 2596097
Eric Ludy
Vice President, Chief Administrative OfficerCRD 6394933

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Contacts

3 of 6

Howard Mcelfresh
Senior Vice President, Portfolio ManagerCRD 1458665
Jerome Adams
Chairman of the BoardCRD 5304267
James Kohley
DirectorCRD 4375219

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 38

Active vs passive

$113M in ETFs

Passive

99%

$112M

Active

1%

$789K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD S&P 500 ETF (VOO)	Vanguard	Passive	Large Blend	$76.6M	109,270	67.91%

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Primary office

Johnstown, PA

Cambria

Location

Johnstown, PA

Headquartered in Johnstown, PA, anchoring the Johnstown-Somerset, PA metro in the Northeast.

Metro area: Johnstown-Somerset, PA
Region: Northeast
County: Cambria
Address: 216 Franklin St
Time zone: ET (UTC-5)
Office locations

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