Unclaimed Profile

James David Adelsperger

SFC ASSET MANAGEMENT INC·STATE COLLEGE, Pennsylvania

Clean record25 years registeredSFC ASSET MANAGEMENT INC

1423 NORTH ATHERTON STREET, STATE COLLEGE, PA 16803CRD# 4547058Firm CRD# 109129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James David Adelsperger · STATE COLLEGE, PA

Registration

CRD #4547058 · SFC ASSET MANAGEMENT INC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SFC ASSET MANAGEMENT INC

DOMANI WEALTH, LLC

Mar 2016 – Dec 2018

YORK, PA

SFC WEALTH ADVISORS, INC.

Jan 2001 – Apr 2016

YORK, PA

Registrations & Exams

Registration record

First registered · January 2, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SFC ASSET MANAGEMENT INC

CRD 109129 · SEC 801-79960

AUM

$114M

Regulatory assets under management

Employees

460 client accounts

Services offered by SFC ASSET MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SFC ASSET MANAGEMENT INC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in STATE COLLEGE?

Browse all registered financial advisors in STATE COLLEGE, Pennsylvania or claim this profile if it's yours.

Browse STATE COLLEGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James David Adelsperger offer?

James David Adelsperger specializes in Financial Planning, Investment Management.

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, last registered with SFC ASSET MANAGEMENT INC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →