CHECCHI CAPITAL ADVISERS, LLC

BEVERLY HILLS, California·3 registered advisors·CRD# 143478
SEC# 801-677270310-432-0010
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Other: MINIMUM ACCOUNT FEE
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at CHECCHI CAPITAL ADVISERS, LLC

3 registered advisors
Adam Dean Checchi
BEVERLY HILLS, California
Haiyang Zhang
BEVERLY HILLS, California
Kathryn Dean Checchi
BEVERLY HILLS, California
05

Office Locations

BEVERLY HILLS, California
3 advisors

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Data sourced from SEC Form ADV filings. CHECCHI CAPITAL ADVISERS, LLC (CRD# 143478) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.