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
By the Numbers
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Total Assets Under Management91MILLION
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Total Number of Accounts339ACCOUNTS
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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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Classic Financial
1
Charles Russo (CRD# 1426442) is an Investment Advisor Representative working at Classic Financial in Westlake Village, CA and has over 33 years of experience in the finance industry.
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