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

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