CARDEROCK CAPITAL MANAGEMENT, INC.

2 Wisconsin Circle, Suite 600
Chevy Chase, Maryland 20815-7020
Tel: (301)951-5288

About CARDEROCK CAPITAL MANAGEMENT, INC.

CARDEROCK CAPITAL MANAGEMENT, INC, formally registered with the SEC as CARDEROCK CAPITAL MANAGEMENT, INC. The firm was established in 02/20/1987. They have over 1 offices throughout the country.

CARDEROCK CAPITAL MANAGEMENT, INC. is a Chevy Chase, Maryland based Financial Planning firm with nearly $665,854,051 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104570
SEC#	801-28840
Assets Managed by Firm	$665,854,051
No. of Clients	476
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	476	$665,854,051
Individuals (other than high net worth individuals)	63	$31,834,366
High net worth individuals	153	$593,044,359
Pension and profit sharing plans	Fewer than 5 clients	$8,273,100
Charitable organizations	5	$32,702,226

More Retirement Planning firms in Chevy Chase, Maryland:

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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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