Trustee of the Horvitz Family Trust Dated 12/19/2006 · Cheviot Value Management, LLC
Michelle R. Horvitz
CRD 6458408 · Named on Form ADV at one SEC-registered adviser
At a glance
Cheviot Value Management, LLC, an SEC-registered wealth manager based in Beverly Hills, CA with $1.2 billion in regulatory assets, lists Michelle R. Horvitz on its Form ADV as Trustee of the Horvitz Family Trust Dated 12/19/2006, a control person.
Firms and roles
- Cheviot Value Management, LLCTrustee of the Horvitz Family Trust Dated 12/19/2006Wealth manager · Beverly Hills, CA · $1.2B in regulatory assets
AtlasMembers
Michelle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- David A. HorvitzManaging Member, Trustee of the Horvitz Family Trust Dated 12/19/2006, Cheviot Value Management, LLC
- Darren C. PollockManaging Member, Portfolio Manager, Trustee of the Pollock Family Trust Dated 05/01/2011, Cheviot Value Management, LLC
- Kim L. PollockTrustee of the Pollock Family Trust Dated 05/01/2011, Cheviot Value Management, LLC
- James M. WhitingChief Compliance Officer, Cheviot Value Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.