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Building 2CHEVY CHASE FINANCIAL SERVICES

Map pinBETHESDA, MD
Phone240-497-7200
NotebookSEC #801-46021
Total AUM
$125.1M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7501 WISCONSIN AVENUE
BETHESDA
MD 20814
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
240-497-7200

ReceiptFinancials

Total AUM
$125.1M
Accounts
922
Discretionary
$125.1M
Accounts
922
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AZCADCDEFLMDPAVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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