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.
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 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.
Mark E Pasquerilla has been acting as President since 1 Aug 2000. Allan R. Dennison joined the executive team most recently as the Director.
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.
You can reach the main office by calling the phone number 814-235-0921 or by fax 814-235-1551. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday.