Cheviot Value Management, LLC

Cheviot Value Management, LLC (CRD# 166291) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $370,637,465 in 733 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212
http://www.cheviotvalue.com
By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    733
    ACCOUNTS
  • Average Account Value
    $505,645
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NH, NJ, NV, NY, TX, WA

Financial Advisors at Cheviot Value Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Dixon Karmindro, financial advisor Beverly Hills CA
Dixon Karmindro
CRD#: 4554357
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212
93
Wealthminder
score

Dixon Karmindro (CRD# 4554357) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has over 8 years of experience in the finance industry.

2
Darren Pollock, financial advisor Beverly Hills CA
Darren C. Pollock
CRD#: 2757976
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212
93
Wealthminder
score

Darren Pollock (CRD# 2757976) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has over 12 years of experience in the finance industry.

3
David Horvitz, financial advisor Beverly Hills CA
David A. Horvitz
CRD#: 5385149
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212
90
Wealthminder
score

David Horvitz (CRD# 5385149) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry. David Horvitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John Feldsted, financial advisor Beverly Hills CA
John F. Feldsted
CRD#: 6493250
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212
87
Wealthminder
score

John Feldsted (CRD# 6493250) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry.

5
James Whiting, financial advisor Beverly Hills CA
James M. Whiting
CRD#: 6901352
9595 Wilshire Blvd., Ph 1001, Beverly Hills, CA 90212
87
Wealthminder
score

James Whiting (CRD# 6901352) is an Investment Advisor Representative working at Cheviot Value Management, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry.

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