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Building 2AMERISERV WEALTH ADVISORS INC

Map pinJOHNSTOWN, PA
Phone814-533-5338
NotebookSEC #801-47835
Total AUM
$1.1B
Employees
4
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
216 FRANKLIN STREET
JOHNSTOWN
PA 15901-1911
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
814-533-5338

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,073
Discretionary
$1.1B
Accounts
1,073
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$16.4M
HNW Individual Clients
18
AUM
$46.2M
Banking Clients
1
AUM
$1B
Charitable Organization Clients
1
AUM
$12M
Corporation or Business Clients
5
AUM
$16.5M
Other Clients
1
AUM
$20M
Description of Other Clients
IOLTA AGENCY ACCOUNT

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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