AMERISERV WEALTH ADVISORS INC

RIASEC RegisteredEst. 1994
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 registered advisory corporation that has been operating since 1994. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory activities include portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for businesses or institutions, and the publication of periodicals or newsletters. The firm is not identified as an active ESG investor and is not structured as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, US Government Bonds 8%, Cash & Cash Equivalents 6%, Exchange Traded Equities 3%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%80%
  • Public Funds/Mutual Funds80%
  • US Government Bonds8%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities3%
  • Investment Grade Corp Bonds2%

Owners & executives

3 of 4

  • RONALD SHOSTEK

    Vice President And Chief Investment OfficerCRD 2596097

  • ERIC LUDY

    Chief Compliance OfficerCRD 6394933

  • DENISE ALFIERI

    Chief Compliance OfficerCRD 4574164

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Contacts

3 of 7

  • Amy Bradley

    DirectorCRD 7905859

  • HOWARD MCELFRESH

    Senior Vice PresidentCRD 1458665

  • FRANK LAPINSKY

    Vice President, Portfolio ConsultantCRD 6040062

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$147M in ETFs

Passive

99%

$146M

Active

1%

$882K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$75M125,54051.01%
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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth