Classic Financial
Classic Financial is an SEC-registered mass-market adviser in Westlake Village, CA with $151.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Classic Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120228, SEC 801-135641, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $151.6M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Westlake Village, CA
- Employees
- 4
- Clients
- 215
- CRD
- 120228
- Ownership
- HORN, ELLEN, RACHELLE; RUSSO, CHARLES, MICHAEL
How much AUM does Classic Financial have?
Classic Financial reported $151.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Classic Financial?
Disclosed owners and executives of Classic Financial include HORN, ELLEN, RACHELLE, RUSSO, CHARLES, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.