← Back to searchVisit website
CHEVY CHASE TRUST COMPANY
CRD 110742 · SEC 801-55134
7501 WISCONSIN AVENUE, 15TH FLOOR, BETHESDA, MD, 20814, United States
Phone
240-497-5000
Fax
240-497-5018
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$44.93B
Discretionary AUM
$44.93B
Team
119 total employees; 42 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminarsTRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1177 | $12.45B |
| Investment companies | 1 | $43.6M |
| Pooled investment vehicles | 4 | $31.57B |
| Pension/profit sharing plans | 2 | $10.7M |
| Charitable organizations | 46 | $714.0M |
| State/municipal entities | 3 | $8.2M |
| Corporations/business entities | 11 | $105.6M |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, IL, LA, ME, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD