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Building 2CLASSIC FINANCIAL

Map pinWESTLAKE VILLAGE, CA
Phone805-230-2430
NotebookSEC #801-135641
Total AUM
$151.6M
Employees
4
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2535 TOWNSGATE ROAD
SUITE 310
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
9:00 A.M.- 5:00 P.M.
Monday - Friday
Phone
805-230-2430

ReceiptFinancials

Total AUM
$151.6M
Accounts
215
Discretionary
$71.7M
Accounts
89
Non-Discretionary
$79.9M
Accounts
126

ContactClients

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Individual Clients
156
AUM
$25M
HNW Individual Clients
43
AUM
$113.9M
Pension/Profit Sharing Plan Clients
15
AUM
$12.7M
Charitable Organization Clients
1
AUM
$65.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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