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CLASSIC ASSET MANAGEMENT, LLC

UUID66bf6ce4-71ad-5fca-be91-848fa7352339
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 122030 122030 1.0
sec_file_number 801-67302 801-67302

Profile

WebsiteHTTPS://WWW.FINSTRAT.COM
HQ CityFARGO
HQ StateND
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • FINANCIAL STRATEGIES GROUP adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)169,820,000.0
  • RAUM (discretionary)168,024,000.0
  • Actionable assets56,247,000.0
  • Accounts1,344.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM1,981,000.0
  • HNW AUM54,178,000.0

As of 2025-02-18 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.