Classic Asset Management, LLC
Classic Asset Management, LLC (CRD# 122030) is a financial advisory firm headquartered in Fargo, ND. They manage $182,120,000 in 1,968 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management182MILLION
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Total Number of Accounts1,968ACCOUNTS
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Average Account Value$92,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CO, FL, IA, IL, MI, MN, ND, NE, SC, SD, TX, WI
Craig Rottman (CRD# 4647293) is an Investment Advisor Representative working at Classic Asset Management, LLC in Lakewood, CO and has over 21 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 36 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 24 years of experience in the finance industry.
Austin Avery (CRD# 7263602) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 2 years of experience in the finance industry.
Jameson Holehouse (CRD# 7685428) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has 1 year of experience in the finance industry.