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Building 2CARDEROCK CAPITAL MANAGEMENT, INC.

Map pinCHEVY CHASE, MD
Phone(301)951-5288
NotebookSEC #801-28840
Total AUM
$677M
Employees
4
Clients
221

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 WISCONSIN CIRCLE, SUITE 600
CHEVY CHASE
MD 20815-7020
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(301)951-5288

ReceiptFinancials

Total AUM
$677M
Accounts
476
Discretionary
$677M
Accounts
476
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$30.1M
HNW Individual Clients
156
AUM
$603.6M
Pension/Profit Sharing Plan Clients
5
AUM
$9.1M
Charitable Organization Clients
5
AUM
$34.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMAMDNCNYVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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