Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Aaron Horvitz is a financial advisor currently registered with Cheviot Value Management, LLC, located in Beverly Hills, California. David has been with the firm since January 2010. David is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since July 2006. David provides investment advisory services for individuals, pension plans, and charitable organizations, among others. Cheviot Value Management is a registered investment advisor based in Beverly Hills, California. The firm has 1095 client accounts with a total of 822,972,737 in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Budget coaching services, insurance consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/15/2013 - Present
Cheviot Value Management, LLC (BEVERLY HILLS CA)
Active
Inactive
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