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CHEVY CHASE TRUST COMPANY
BETHESDA, MD
240-497-5000
SEC #801-55134Total AUM
$44.9B
Employees
119Clients
1,245Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7501 WISCONSIN AVENUE
15TH FLOOR
BETHESDA
MD 20814
United States
15TH FLOOR
BETHESDA
MD 20814
United States
Operating Hours
8:00AM-6:00PM
Monday - Friday
Monday - Friday
Phone
240-497-5000
Other Offices
1
Financials
Total AUM
$44.9B
Accounts
5,097Discretionary
$44.9B
Accounts
5,097Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
1,177AUM
$12.5B
Investment Company Clients
1AUM
$43.6M
Pooled Vehicle Clients
4AUM
$31.6B
Pension/Profit Sharing Plan Clients
2AUM
$10.7M
Charitable Organization Clients
46AUM
$714M
Government Entity Clients
3AUM
$8.2M
Corporation or Business Clients
11AUM
$105.6M
Other Clients
1AUM
$24.8M
Description of Other Clients
ESCROW
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCDEFLGAILLAMAMDMEMIMNMONCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.