CHEVY CHASE TRUST COMPANY

7501 Wisconsin Avenue
15th Floor
Bethesda, Maryland 20814
Tel: 240-497-5000

About CHEVY CHASE TRUST COMPANY

CHEVY CHASE TRUST COMPANY, formally registered with the SEC as CHEVY CHASE TRUST COMPANY. The firm was established in 12/24/1997. They have over 2 offices throughout the country.

CHEVY CHASE TRUST COMPANY is a Bethesda, Maryland based Financial Planning firm with nearly $36,006,471,975 assets under management, offering retirement planning & investment advisory services to 4811 clients. The firm is staffed with 108 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110742
SEC#	801-55134
Assets Managed by Firm	$36,006,471,975
No. of Clients	4811
No. of Advisors	108

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS)

Firm Client Information

	No. of Clients	AUM
Firm Total	4811	$36,006,471,975
High net worth individuals	1155	$10,054,389,098
Pension and profit sharing plans	2	$9,622,037
Charitable organizations	45	$593,852,898
Corporations or other businesses	11	$73,833,460

More Retirement Planning firms in Bethesda, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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