Classic Portfolio Management Inc (Menlo Park)

Classic Portfolio Management Inc is a large advisory firm based in Menlo Park. It manages $50.25 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Classic Portfolio Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Classic Portfolio Management: assets under management

The assets under management (AUM) of Classic Portfolio Management Inc is $50.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.32 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Classic Portfolio Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Classic Portfolio Management Inc

Amy Eileen Klein has been acting as President since 1 Sep 1988. Classic Portfolio Management Inc joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Classic Portfolio Management Inc	President	1 Sep 1988	75% - 100%	104696
Amy Eileen Klein	President	1 Sep 1988	75% - 100%	1113357

Based in Menlo Park

The principal office where Classic Portfolio Management Inc performs its advisory services is located at 138 Yale Road, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.