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Classic Financial & Investment Services
CLASSIC FINANCIAL & INVESTMENT SERVICES, INC. is an SEC-registered investment adviser. The firm manages approximately $59 million in regulatory assets.
Overview
CLASSIC FINANCIAL & INVESTMENT SERVICES, INC. is an SEC-registered investment adviser. The firm manages approximately $59 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Charlotte, NC, United States
Sector focus
Frequently asked questions
Does Classic Financial & Investment Services have a website or public presence?
No. The firm maintains no public website and has no LinkedIn page or social media presence. This is characteristic of a boutique that sources deals entirely through private relationships — attorneys, accountants, and private bankers in the Charlotte area — and has no interest in marketing to outside investors.
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