CHEVY CHASE TRUST COMPANY - Financial Advisor in Maryland, Bethesda

Tel: 240-497-5000 7501 Wisconsin Avenue 15th Floor Bethesda, Maryland 20814

About CHEVY CHASE TRUST COMPANY

CHEVY CHASE TRUST COMPANY is a Bethesda, Maryland based financial advisory firm with nearly $36,006,471,975 in assets under management and provides investment advisory services for 4811 clients. There are currently 108 financial advisors at the firm.

General Information

Firm CRD#:

110742

Firm SEC#:

801-55134

Assets Under Management:

$36,006,471,975

No. of Clients:

4811

No. of Advisors:

108

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS)

Fee Structure:

A percentage of AUM, Fixed fees

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