Classic Asset Management, LLC
Classic Asset Management, LLC (CRD# 122030) is a financial advisory firm headquartered in Fargo, ND. They manage $176,781,000 in 1,562 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management177MILLION
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Total Number of Accounts1,562ACCOUNTS
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Average Account Value$113,176
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CO, FL, IA, LA, MI, MN, ND, NE, PA, SD, TX, WI
Anthony Guglielme (CRD# 2414883) is an Investment Advisor Representative working at Classic Asset Management, LLC in Pittsburgh, PA and has over 27 years of experience in the finance industry.
Tawna Hermanson (CRD# 5544231) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 8 years of experience in the finance industry.
Craig Rottman (CRD# 4647293) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 17 years of experience in the finance industry.
Douglas Schmitz (CRD# 1771132) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 32 years of experience in the finance industry.
Gregory Standafer (CRD# 6251239) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 7 years of experience in the finance industry.
Michael Young (CRD# 3242751) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 21 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.