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CLASSIC ASSET MANAGEMENT, LLC
1220 28th Avenue North
Fargo, North Dakota 58102
Tel: 701-234-0103
About CLASSIC ASSET MANAGEMENT, LLC
CLASSIC ASSET MANAGEMENT, LLC, formally registered with the SEC as CLASSIC ASSET MANAGEMENT, LLC. The firm was established in 12/01/2006. They have over 2 offices throughout the country.
CLASSIC ASSET MANAGEMENT, LLC is a Fargo, North Dakota based Financial Planning firm with nearly $158,396,000 assets under management, offering retirement planning & investment advisory services to 1891 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 122030 |
| SEC# | 801-67302 |
| Assets Managed by Firm | $158,396,000 |
| No. of Clients | 1891 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1891 | $158,396,000 |
| Individuals (other than high net worth individuals) | 874 | $127,177,000 |
| High net worth individuals | 39 | $29,600,000 |
| Charitable organizations | 3 | $1,581,000 |
| Corporations or other businesses | 1 | $38,000 |
More Retirement Planning firms in Fargo, North Dakota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,325,396,107 | 2537 | 29 | |
| $851,352,802 | 11 | 5 | |
| $193,704,748 | 19 | 1 | |
| $169,427,001 | 399 | 1 | |
| $151,376,576 | 557 | 2 |
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