CLASSIC PORTFOLIO MANAGEMENT INC
CRD #104696 SEC #801-32795 MENLO PARK, CA 650-322-9700
SEC Registered
Total AUM
$66.4M
Discretionary
$66.4M
Employees
5
Clients
0
Accounts
42
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KLEIN, AMY, EILEEN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Feb 14, 2007 REGISTERED
Notice Filings (1)
CA
Address
644 MENLO AVENUE, SUITE 203MENLO PARK, CA 94025
USA
Phone: 650-322-9700