Overview
Assets Under Management: $170 million
Headquarters: FARGO, ND
High-Net-Worth Clients: 51
Average Client Assets: $1 million
Frequently Asked Questions
CLASSIC ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122030), CLASSIC ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CLASSIC ASSET MANAGEMENT, LLC is headquartered in FARGO, ND.
CLASSIC ASSET MANAGEMENT, LLC serves 51 high-net-worth clients according to their SEC filing dated August 22, 2025. View client details ↓
According to their SEC Form ADV, CLASSIC ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CLASSIC ASSET MANAGEMENT, LLC manages $170 million in client assets according to their SEC filing dated August 22, 2025.
According to their SEC Form ADV, CLASSIC ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.90
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,344
Discretionary Accounts: 1,335
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 122030
Filing ID: 2011288
Last Filing Date: 2025-08-22 12:09:00
Website: https://finstrat.com