Ameriserv Associates, Inc. (State College)

Ameriserv Associates, Inc. is a large advisory firm based in State College. It manages $393.39 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Ameriserv Associates provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ameriserv Associates: assets under management

The assets under management (AUM) of Ameriserv Associates, Inc. is $393.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $393.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $393.39 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ameriserv Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ameriserv Associates, Inc.

Mark E Pasquerilla has been acting as President since 1 Aug 2000. Allan R. Dennison joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ray Marlin Fisher	President, ceo & director	1 Jan 1997	Other	2415243
Jeffrey Albert Stopko	Evp, treasurer & director	1 Jan 1997	Other	4376334
James C Dewar	Director	1 Jan 1997	Other	4376631
Thomas C Slater	Director	1 Jan 1997	Other	4376665
Wendy Lee Rager	Vice president, secretary & coo	1 Feb 1997	Other	4376265
Inc.(12g Reporting Company) Ameriserv Financial	Parent company	1 Feb 1997	75% - 100%	25-1424278
Orlando Brian Hanselman	Chairman & director	1 Aug 2000	Other	4376258
Mark E Pasquerilla	Director	1 Aug 2000	Other	4376622
Kim Walter Kunkle	Director	1 Aug 2000	Other	4376658
Howard M Picking	Director	1 Aug 2000	Other	4376664
Robert Christian Oravec	Director	1 Aug 2000	Other	4376663
Christian Robert Oravec	Director	1 Aug 2000	Other	4376663
James M Edwards	Director	1 May 2002	Other	4592433
John William Smith	Evp	1 Jul 2002	Other	4374455
Craig G Ford	Interim chairman	1 Dec 2002	Other	4649442
Allan R. Dennison	Director	1 May 2004	Other	4822572

Based in State College

The principal office where Ameriserv Associates, Inc. performs its advisory services is located at 734 South Atherton Street, State College, PA 16801 4628, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.