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).

Current Firm Details
1220 28th Avenue North, Fargo, ND 58102
https://www.finstrat.com
By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    1,968
    ACCOUNTS
  • Average Account Value
    $92,541
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Classic Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
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 21 years of experience in the finance industry.

2
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 36 years of experience in the finance industry.

3
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 24 years of experience in the finance industry.

4
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 over 2 years of experience in the finance industry.

5
Jameson Holehouse, financial advisor Fargo ND
Jameson A. Holehouse
CRD#: 7685428
1220 28th Avenue North, Fargo, ND 58102

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals