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Barbara Dale Young

CLASSIC ASSET MANAGEMENT, LLC·FARGO, North Dakota
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1220 28TH AVENUE NORTH, FARGO, ND 58102CRD# 2593790Firm CRD# 122030
01

About

Barbara Dale Young is a registered financial advisor based in FARGO, North Dakota, affiliated with CLASSIC ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLASSIC ASSET MANAGEMENT, LLC
CLASSIC ASSET MANAGEMENT, LLC
AUM
$182M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CLASSIC ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2593790
Firm CRD# 122030
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Dale Young offer?
Barbara Dale Young specializes in Financial Planning, Investment Management. Contact their office in FARGO, North Dakota for a consultation.
What are Barbara Dale Young's credentials?
Barbara Dale Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Dale Young located?
Barbara Dale Young is based in FARGO, North Dakota, working with CLASSIC ASSET MANAGEMENT, LLC. Their office serves clients in the FARGO metropolitan area and surrounding communities.
How does Barbara Dale Young charge for services?
Barbara Dale Young's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLASSIC ASSET MANAGEMENT, LLC?
CLASSIC ASSET MANAGEMENT, LLC has approximately 10 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FARGO
Robert Paul Mastel — RPM ADVISORS, LLCKarla Rae Wilson — EIDE BAILLY ADVISORS, LLCMike Astrup — EIDE BAILLY ADVISORS, LLCJerry Topp — EIDE BAILLY ADVISORS, LLCDouglas Gene Schmitz — CLASSIC ASSET MANAGEMENT, LLC
Nearby cities in North Dakota
MINOT (14)BISMARCK (5)GRAND FORKS (5)
City Guides
MINOT GuideBISMARCK GuideGRAND FORKS Guide
Research
Advisor Fees in North DakotaNational Fee Analysis
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