AMERISERV WEALTH ADVISORS INC

216 Franklin Street
Johnstown, Pennsylvania 15901-1911
Tel: 814-533-5338

About AMERISERV WEALTH ADVISORS INC

AMERISERV WEALTH ADVISORS INC, formally registered with the SEC as AMERISERV WEALTH ADVISORS INC. The firm was established in 11/14/1994. They have over 1 offices throughout the country.

AMERISERV WEALTH ADVISORS INC is a Johnstown, Pennsylvania based Financial Planning firm with nearly $1,115,288,536 assets under management, offering retirement planning & investment advisory services to 1276 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105846
SEC#	801-47835
Assets Managed by Firm	$1,115,288,536
No. of Clients	1276
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1276	$1,115,288,536
Individuals (other than high net worth individuals)	46	$22,946,757
High net worth individuals	18	$59,091,144
Charitable organizations	5	$9,191,247
Corporations or other businesses	8	$22,087,056

More Retirement Planning firms in Johnstown, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

Explore More Retirement Advisors in Johnstown, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.