Ameriserv Wealth Advisors Inc
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
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- US Government Bonds8%
- Cash & Cash Equivalents6%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$113M in ETFs
99%
$112M
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% |
Location
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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