Be advised. This firm is no longer registered.

Classic Investment Management, LLC

Classic Investment Management, LLC (CRD# 145719) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $17,718,433 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $1,968,715
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

Financial Advisors at Classic Investment Management, LLC
No Advisor Found.
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