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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2000
- Office Locations
- 1
Office Locations
About Classic Financial
Classic Financial (Westlake Village, CA) provides comprehensive financial planning and investment management for individuals, business owners, and health professionals, covering education, retirement, and estate planning alongside insurance solutions. Portfolios emphasize ETFs and diversified fixed income within a risk-managed asset allocation approach. Founder Charlie Russo is a CFP professional; Ellen Horn coordinates regular client reviews.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES MICHAEL RUSSO JR
Chief Compliance Officer, President
- CRD
- #1426442
- Ownership
- 75% or more
ELLEN RACHELLE HORN
Secretary
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,727,427 | $805,926 |
| Non-Discretionary | $79,917,900 | $634,269 |
| Total | $151,645,327 | $705,327 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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