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Chevy Chase Trust Company Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "support@investor.com". Views: 167 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Chevy Chase Trust Company, registered in 1997, is a Registered Investment Advisor (RIA) in 33 state(s) with a licensed staff of 33 advisors. Chevy Chase Trust Company manages $34.0 billion and provides investment advisory services for 1,094 clients (1:34 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 14
Minimum Investment $3,000,000
Average Client Balance $31,076,676
Total AUM $34.0 billion
Advisor / Client Ratio 1:34
Headquarters Bethesda, MD
SEC Filings View SEC IAPD 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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*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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