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CHEVY CHASE TRUST COMPANY
CHEVY CHASE TRUST COMPANY (CRD# 110742) is an SEC-Registered Investment Advisor (RIA), headquartered in Bethesda, MD. The SEC approved the firm to operate as an RIA in Dec 1997. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $27.7 Billion, with discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 76% of RAUM.   Non-US investors represent 0% .  
 
CHEVY CHASE TRUST COMPANY also reported in Mar 2019
  • 86 employees, with 31 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
CHEVY CHASE TRUST COMPANY has no disclosure events reported to the SEC at this time.
 

View CHEVY CHASE TRUST COMPANY's most recent Form ADV filing
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CHEVY CHASE TRUST COMPANY has Notice Filings with the following State Securities Authorities: AL-Dec 2001, AZ-Mar 2013, CA-Dec 2001, CO-Apr 2010, CT-Dec 20 , DC-Jan 1993, DE-Jun 2007, FL-Sep 1994, GA-Jan 2004, IL-Oct 2 , IN-Jul 2008, LA-Jul 2008, MA-Nov 2005, MD-Oct 1990, MI-Nov 2 , MN-Jul 2008, MO-Jul 2008, NC-Dec 2001, NH-Mar 2013, NJ-Jul 2 , NV-Mar 2019, NY-Dec 2001, OH-Nov 2005, OR-Mar 2017, PA-Jun 2 , RI-Mar 2018, SC-Mar 2019, TN-Mar 2013, TX-Apr 1995, VA-Jan 2 , WA-May 2014, WI-Jul 2008, WV-May 2015, WY-Mar 2018


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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