Overview
Assets Under Management: $152 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
CLASSIC FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120228), CLASSIC FINANCIAL is subject to fiduciary duty under federal law.
CLASSIC FINANCIAL is headquartered in WESTLAKE VILLAGE, CA.
CLASSIC FINANCIAL serves 43 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, CLASSIC FINANCIAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CLASSIC FINANCIAL manages $152 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, CLASSIC FINANCIAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 215
Discretionary Accounts: 89
Non-Discretionary Accounts: 126
Regulatory Filings
CRD Number: 120228
Filing ID: 2057904
Last Filing Date: 2026-02-20 20:36:31