Ellen Horn is not listed as a control person, but directly owns between 10% and 25% of Classic Financial & Insurance Services.
Classic Financial & Insurance Services is an investment adviser based in Westlake Village, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $152 million, as filed on 24 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2317573
- Firm
- Classic Financial & Insurance Services · CRD 120228
- Role
- Secretary
- In role since
- January 2024 · 2 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Westlake Village, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Ellen Horn work?
Ellen Horn has been Secretary of Classic Financial & Insurance Services, Inc. since January 2024.
How can I verify Ellen Horn’s record?
Ellen Horn’s role is listed on Classic Financial & Insurance Services, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 120228.