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Martin Riyad Irani

Cheviot Value Management, LLC

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About Martin Riyad Irani

Martin Riyad Irani is a registered investment advisor representative in California. He is affiliated with Cheviot Value Management, LLC. Martin holds the Series 65 and Series 7 licenses. He has been in the financial services industry since 1991. Martin has also worked at Salomon Brothers Inc. and Hancock Management Partners. Martin's specialties are portfolio management and financial planning.

Firm Information

Martin Irani is currently registered with Cheviot Value Management, LLC. Cheviot Value Management, LLC is an investment advisor headquartered in Beverly Hills, CA. The firm manages approximately $822,972,737 in assets for 1,095 clients. They provide portfolio management services for individuals and businesses, as well as financial planning, budget coaching, and insurance consulting services. Cheviot serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
Cheviot Value Management, LLC

433 NORTH CAMDEN DRIVE

BEVERLY HILLS, CA 90210

$822.97M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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budget coaching services, insurance consulting services

Budget coaching services, insurance consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martin Irani’s Registration & Firm History

CA

12/15/2023 - Present

Cheviot Value Management, LLC (BEVERLY HILLS CA)

NA

09/25/1991 - 04/30/1993

SALOMON BROTHERS INC.

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Licenses & Designations

IA

Issued 12/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin Riyad Irani.
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