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CHEVY CHASE TRUST COMPANY

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

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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

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

Firm CRD#:

110742

SEC#:

801-55134

No. of Clients:

4811

Assets under Management

$36,006,471,975

No. of Advisors:

108

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