CLASSIC FINANCIAL & INVESTMENT SERVICES, INC.

CLASSIC FINANCIAL & INVESTMENT SERVICES, INC. is an SEC-registered investment adviser (CRD 127666). Regulatory assets under management: $58.6M.

Registration

• CRD: 127666
• SEC file number: 801-64035
• Type: Registered investment adviser
• Phone: 303-494-5639
• Latest filing: 2026-02-17
• Regulatory AUM: $58.6M
• Discretionary AUM: $58.6M
• Clients: 1
• Accounts: 164

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search