CLASSIC PORTFOLIO MANAGEMENT INC
Total AUM
$50.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30-4:00
Monday - Friday
Monday - Friday
Phone
650-322-9700
Financials
Total AUM
$50.3M
Accounts
38Discretionary
$50.3M
Accounts
38Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.