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James David Adelsperger

SFC ASSET MANAGEMENT INC·STATE COLLEGE, Pennsylvania
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1423 NORTH ATHERTON STREET, STATE COLLEGE, PA 16803CRD# 4547058Firm CRD# 109129
01

About

James David Adelsperger is a registered financial advisor based in STATE COLLEGE, Pennsylvania, affiliated with SFC ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SFC ASSET MANAGEMENT INC
SFC WEALTH ADVISORS, INC.
AUM
$114M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at SFC ASSET MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 4547058
Firm CRD# 109129
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James David Adelsperger offer?
James David Adelsperger specializes in Financial Planning, Investment Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.
What are James David Adelsperger's credentials?
James David Adelsperger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Adelsperger located?
James David Adelsperger is based in STATE COLLEGE, Pennsylvania, working with SFC ASSET MANAGEMENT INC. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.
How does James David Adelsperger charge for services?
James David Adelsperger's firm is compensated through percentage of aum, hourly charges, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SFC ASSET MANAGEMENT INC?
SFC ASSET MANAGEMENT INC has approximately 16 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STATE COLLEGE
Jamie Lee Felker — ABUNDANCE WEALTH COUNSELORS, LLCCheryl Lynn Bartram — ABUNDANCE WEALTH COUNSELORS, LLCJohn James Schaffer — ABUNDANCE WEALTH COUNSELORS, LLCDavin Andrew Gibbins — ARIS WEALTH SERVICES INCRichard Frank Defluri — ABUNDANCE WEALTH COUNSELORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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