AdvisorOS Directory
Claim Profile
NM

Nancy J. Marks

CHEVIOT VALUE MANAGEMENT, LLC·SANTA MONICA, California
Unclaimed Profile
100 WILSHIRE BLVD., SANTA MONICA, CA 90401CRD# 4395455Firm CRD# 110772
01

About

Nancy J. Marks is a registered financial advisor based in SANTA MONICA, California, affiliated with CHEVIOT VALUE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHEVIOT VALUE MANAGEMENT, LLC
CHEVIOT VALUE MANAGEMENT, LLC
AUM
$314M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CHEVIOT VALUE MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4395455
Firm CRD# 110772
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA MONICA?

Browse all registered financial advisors in SANTA MONICA, California or claim this profile if it's yours.

Browse SANTA MONICA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nancy J. Marks offer?
Nancy J. Marks specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA MONICA, California for a consultation.
What are Nancy J. Marks's credentials?
Nancy J. Marks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy J. Marks located?
Nancy J. Marks is based in SANTA MONICA, California, working with CHEVIOT VALUE MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Nancy J. Marks charge for services?
Nancy J. Marks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHEVIOT VALUE MANAGEMENT, LLC?
CHEVIOT VALUE MANAGEMENT, LLC has approximately 1 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SANTA MONICA
Jeffrey Miller — ALIGN IMPACT, LLCEs Purandar Das — LANDMARK BANYAN REAL ESTATE ADVISORS LLCTheresa Frances Spath — SIERRA INVESTMENT MANAGEMENT INCAdam Grosser — UP PARTNERS MANAGEMENT COMPANY, LLCRonald Dennis Cordes — ALIGN IMPACT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile