Jameson
Holehouse
Classic Asset Management, LLC
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About this Advisor
Jameson Holehouse is a financial advisor operating out of Fargo, North Dakota. Holehouse is on the advisory team at Classic Asset Management, LLC. Their career trajectory has included roles at Classic Asset Management, LLC, Student, Young Life and Racer Productions. Holehouse has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in North Dakota. Classic Asset Management, LLC is a registered investment business operating out of Fargo, ND. It manages $158 million in total assets between its 1,891 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides financial advice to three charitable organizations. Of its 1,891 accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Classic Asset Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management depend on the type of services. Fee types billed by Classic Asset Management, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Classic Asset Management, LLC Brokerage Details
$158,396,000
12
1,891
$83,763
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jameson Holehouse Work History
Jameson has been registered as a financial advisor for 0 years.*
Classic Asset Management, LLC
Student
Young Life
Young Life
Racer Productions
Young Life
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jameson Holehouse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Classic Asset Management, LLC
Fargo, ND
Fargo, ND
Fargo, ND
Fargo, ND
Fargo, ND
Fargo, ND
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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