Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
521510202
SEC advisor number
801-55134
FINRA CRD number
110742
AUM ?
$32.03 bn
(as of 12 Jan 24)
Accounts
4,695
(as of 12 Jan 24)
Employees
103
(35 investment advisory or research)
Address
Chevy Chase Trust
7501 WISCONSIN AVENUE
SUITE 1500W
BETHESDA
MD 20814
7501 WISCONSIN AVENUE
SUITE 1500W
BETHESDA
MD 20814
Phone
240-497-5047
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
SC 13G/A
Chevy Chase Trust / Chevy Chase Trust ownership change
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22