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CLASSIC FINANCIAL
CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
CRD 120228 · SEC 801-135641
2535 TOWNSGATE ROAD, SUITE 310, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805-230-2430
Fax
805-230-2431
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.6M
Discretionary AUM
$71.7M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $25.0M |
| High net worth individuals | 43 | $113.9M |
| Pension/profit sharing plans | 15 | $12.7M |
| Charitable organizations | 1 | $65K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD