CLASSIC FINANCIAL & INSURANCE SERVICES, INC.

CLASSIC FINANCIAL & INSURANCE SERVICES, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 120228). Regulatory assets under management: $151.6M.

Registration

• CRD: 120228
• SEC file number: 801-135641
• Type: Registered investment adviser
• Location: 2535 TOWNSGATE ROAD, SUITE 310, WESTLAKE VILLAGE, CA, 91361
• Phone: 805-230-2430
• Latest filing: 2026-07-24
• Regulatory AUM: $151.6M
• Discretionary AUM: $71.7M
• Non-discretionary AUM: $79.9M
• Clients: 4
• Accounts: 215

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120228 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search