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CLASSIC FINANCIAL & INVESTMENT SERVICES, INC.

CRD 127666 · SEC 801-64035

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$58.6M

Discretionary AUM

$58.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-17

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals29$8.0M
High net worth individuals12$33.8M
Pension/profit sharing plans10$16.3M

Official SEC filing: View on IAPD