Investment adviser · CRD 109129

SFC WEALTH ADVISORS, INC.

Investment adviser filing (IA)

SFC ASSET MANAGEMENT INC

STATE COLLEGE, PA, United States · Form ADV filed Mar 28, 2016

Regulatory AUM
$114M
Form ADV · Item 5.F
Client accounts
460
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 28, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

1423 NORTH ATHERTON STREET
STATE COLLEGE, PA, 16803, United States

CRD 109129

Filing source

Form ADV 997935 · Mar 28, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.