Classic Asset Management, LLC

Classic Asset Management, LLC (CRD# 122030) is a financial advisory firm headquartered in Fargo, ND. They manage $179,713,000 in 1,817 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1220 28th Avenue North, Fargo, ND 58102
http://www.classicassetmanagement.com
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    1,817
    ACCOUNTS
  • Average Account Value
    $98,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IA, IL, LA, MI, MN, ND, NE, SD, TX, WI

Financial Advisors at Classic Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Tawna Hermanson, financial advisor Fargo ND
Tawna L. Hermanson
CRD#: 5544231
1220 28th Avenue North, Fargo, ND 58102

Tawna Hermanson (CRD# 5544231) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 10 years of experience in the finance industry.

2
Craig Rottman, financial advisor Fargo ND
Craig A. Rottman
CRD#: 4647293
1220 28th Avenue North, Fargo, ND 58102

Craig Rottman (CRD# 4647293) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 19 years of experience in the finance industry.

3
Douglas Schmitz, financial advisor Fargo ND
Douglas G. Schmitz
CRD#: 1771132
1220 28th Avenue North, Fargo, ND 58102

Douglas Schmitz (CRD# 1771132) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 34 years of experience in the finance industry.

4
Michael Young, financial advisor Fargo ND
Michael V. Young
CRD#: 3242751
1220 28th Avenue North, Fargo, ND 58102

Michael Young (CRD# 3242751) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 22 years of experience in the finance industry. Michael Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Austin Avery, financial advisor Fargo ND
Austin T. Avery
CRD#: 7263602
1220 28th Avenue North, Fargo, ND 58102

Austin Avery (CRD# 7263602) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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