Cheviot Value Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

433 N Camden Dr Ste 800, Beverly Hills, ...

Phone Number

(310) 451-8600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Cheviot Value Management

Cheviot Value Management, established in 1985, specializes in personalized wealth management services for individuals, retirement plans, and charitable foundations. The firm focuses on value investing principles and offers comprehensive financial solutions, including retirement and estate planning, tax strategies, and philanthropy. Committed to integrity and client-first service, Cheviot aims to protect and grow clients' wealth while adhering to Warren Buffett's investment rules. As an independent advisory firm, Cheviot provides objective advice tailored to the unique objectives of each client.Explore more
Cheviot Value Management's Social MediaPopular SearchesCheviot Value Management LLCValue Management LLCCheviot Value Management IncCheviot Gvi LLCCheviot Value ManagementSIC Code 62,628NAICS Code 52,523Show more

Cheviot Value Management Org Chart

PhoneEmail
JW
United States flag for contact location.

Financial Advisor

PhoneEmail
DH
United States flag for contact location.

Certified Financial Planner & Professional

PhoneEmail
AL
United States flag for contact location.

Financial Advisor & Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cheviot Value Management

<$5M
1-10
Private
-
1985
JW
James WhitingFinancial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cheviot Value Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cheviot Value Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cheviot Value Management.

Cheviot Value Management Tech Stack

A closer look at the technologies used by Cheviot Value Management

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Frequently Asked Questions Regarding Cheviot Value Management

What is Cheviot Value Management's official website?
Cheviot Value Management's official website is www.cheviot.com
What is Cheviot Value Management's Revenue?
Cheviot Value Management's revenue is <$5 Million
What is Cheviot Value Management's SIC code?
Cheviot Value Management's SIC: 62,628
What is Cheviot Value Management's NAICS code?
Cheviot Value Management's NAICS: 52,523
How many employees does Cheviot Value Management have?
Cheviot Value Management has 1-10 employees
What industry does Cheviot Value Management belong to?
Cheviot Value Management is in the industry of: Finance, Securities Trading
What is Cheviot Value Management competition?
Cheviot Value Management top competitors include: Stockade Wealth Management, Costello Asset Management, Vibrance Wealth Management, Core Wealth Management
What technology does Cheviot Value Management use?
Some of the popular technologies that Cheviot Value Management uses are: WooCommerce, WordPress.org, PHP, Cloudflare CDN
How do I contact Cheviot Value Management?
Cheviot Value Management contact info: Phone number: (310) 451-8600 Website: www.cheviot.com
What does Cheviot Value Management do?

Cheviot Value Management, established in 1985, specializes in personalized wealth management services for individuals, retirement plans, and charitable foundations. The firm focuses on value investing principles and offers comprehensive financial solutions, including retirement and estate planning, tax strategies, and philanthropy. Committed to int... egrity and client-first service, Cheviot aims to protect and grow clients' wealth while adhering to Warren Buffett's investment rules. As an independent advisory firm, Cheviot provides objective advice tailored to the unique objectives of each client.Read More

What are Cheviot Value Management social media links?
Cheviot Value Management Linkedin page
Is Cheviot Value Management a public company?
Cheviot Value Management is private company therefore does not currently have an official ticker symbol
See more information about Cheviot Value Management

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