Chevy Chase Trust Company Review

Trust Score 97%
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Last updated: June 26th, 2019. Data source: SEC filings.

Chevy Chase Trust Company, federally registered in 1997, is a Registered Investment Advisor (RIA) in 33 state(s) with a licensed staff of 35 advisors. Chevy Chase Trust Company manages $27.7 billion and provides investment advisory services for 1,070 clients (1:31 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $3,000,000
Average Client Balance $25,875,097
Hybrid Advisor No
Disciplinary History No
Total AUM $27.7 billion
Advisor / Client Ratio 1:31
Headquarters Bethesda, MD
SEC Filings Forms and Brochures    (CRD # 110742)
State(s) Registered AL, AZ, CA, CO, CT, DE, DC, FL, GA, IL, IN, LA, MD, MA, MI, MN, MO, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TN, TX, VA, WA, WV, WI, WY

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