CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
Doing business as CLASSIC FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$151,645,327
Discretionary
$71,727,427
Non-discretionary
$79,917,900
Firm details
- CRD number
- 120228
- SEC file number
- 801-135641
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Other
As of November 2026.