Chevy Chase Trust Company

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Trust Score 97%
Trust Score  info_outline

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.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Michael S Gildenhorn
Avg Advisor Trust Score 97
Avg Advisor Years Registered 7
Minimum Investment $3,000,000
Average Client Balance $25,875,097
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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