The AMERISERV WEALTH ADVISORS is a publicly held investment adviser that advises $1.09Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. AMERISERV WEALTH ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 1.69% over the last 5-years.
The Group has been registered with the SEC for 31.73 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 216 FRANKLIN STREET, JOHNSTOWN, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees decreased by 20% over the last 5-years.
Their $1.09Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $46.23mn or 4.23% of Total Assets and Corporations or Other Businesses own $16.47mn or 1.51% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
AMERISERV WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.