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FINANCIAL STRATEGIES GROUP
CLASSIC ASSET MANAGEMENT, LLC
CRD 122030 · SEC 801-67302
1220 28TH AVENUE NORTH, FARGO, ND, 58102, United States
Phone
701-234-0103
Fax
701-234-0106
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$189.1M
Discretionary AUM
$187.2M
Team
10 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersRETIREMENT PLAN ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 602 | $121.0M |
| High net worth individuals | 57 | $66.0M |
States served
AZ, CO, IL, IA, LA, MN, NE, ND, WI, TX, SD
All web addresses on file
Official SEC filing: View on IAPD