Classic Financial & Investment Services, Inc.
Classic Financial & Investment Services, Inc. (CRD# 127666) is a financial advisory firm headquartered in , . They manage $56,307,792 in 166 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management56MILLION
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Total Number of Accounts166ACCOUNTS
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Average Account Value$339,204
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, TX
John Herman (CRD# 2621073) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Niwot, CO and has over 28 years of experience in the finance industry.
Lyla Herman (CRD# 5151855) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Niwot, CO and has over 18 years of experience in the finance industry.
Daniel Herman (CRD# 7476180) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Niwot, CO and has 1 year of experience in the finance industry.