| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Michael Russo Control | President & Chief Compliance Officer | Over 75% | 2000 |
| Ellen Rachelle Horn | Secretary | 10-25% | 2024 |
Classic Financial & Insurance Services, Inc. reports $151.6 million in regulatory assets under management on its Form ADV.
Classic Financial & Insurance Services, Inc. reports 4 employees.
Classic Financial & Insurance Services, Inc. is based in Westlake Village, CA and has been SEC-registered since 2026.
Classic Financial & Insurance Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2535 Townsgate Road, Suite 310, Westlake Village, CA 91361 |
| Phone | 805-230-2430 |
| Fax | 805-230-2431 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $71.7M |
| Non-discretionary | $79.9M |
| Total (RAUM) | $151.6M |