Classic Financial

Classic Financial (CRD# 120228) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $90,803,074 in 339 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
370 North Westlake Blvd., Suite 130, Thousand Oaks, CA 91362
https://www.facebook.com/classicfinancial/
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    339
    ACCOUNTS
  • Average Account Value
    $267,856
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Classic Financial
Showing 1 - 1 of 1 top financial advisors.
1
Charles Russo, financial advisor Westlake Village CA
Charles M. Russo
CRD#: 1426442
370 North Westlake Blvd, Suite 130, Westlake Village, CA 91362

Charles Russo (CRD# 1426442) is an Investment Advisor Representative working at Classic Financial in Westlake Village, CA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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