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Chevy Chase Trust Co.

Headquartered in BETHESDA, MD

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Firm Information

Chevy Chase Trust Co. is a Bethesda, MD-based firm offering investment management, financial planning, and trustee services. They manage assets for individuals, businesses, investment companies, and pooled investment vehicles, as well as for charitable organizations, insurance companies, and state or municipal government entities. The firm manages $36 billion in assets for approximately 4,800 clients.

Chevy Chase Trust Co.

7501 WISCONSIN AVENUE

BETHESDA, MD 20814

$36.01B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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trustee and investment manager for collective funds

Trustee and investment manager for collective funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CHEVY CHASE TRUST CO. has a total of 1 branch locations across the country.
location

BETHESDA, MD

Advisors at Chevy Chase Trust Co.

View All 35 Advisors
Unclaimed
Edward Bernerd Dobranetski

CFA®, RA

BETHESDA, MD

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Arthur Alan Adler

RA

BETHESDA, MD

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Unclaimed
Blake Keeley Doyle

RA

BETHESDA, MD

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Unclaimed
Michael Quinton Clemm

RA

BETHESDA, MD

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Unclaimed
Amy Priscilla Raskin

RA

BETHESDA, MD

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Unclaimed
Garrett Collier

RA

BETHESDA, MD

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Unclaimed
Christine M. Wallace

RA

BETHESDA, MD

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Unclaimed
Paula Anne Landau

CFP®, RA

BETHESDA, MD

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Disclosures

There are no public disclosures for Chevy Chase Trust Co..

Frequently Asked Questions (7)

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