Chevy Chase Securities, Inc. is a large advisory firm based in Bethesda. It manages $125.13 million of regulatory assets for 922 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Delaware, and 5 other states.
Chevy Chase Securities provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chevy Chase Securities, Inc. is $125.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Chevy Chase Securities, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
George Patrick Jr Clancy has been acting as President since 1 Apr 1996. Timothy Treble joined the executive team most recently as the Chief Compliance Officer, Director Of Operations.
The principal office where Chevy Chase Securities, Inc. performs its advisory services is located at 7501 Wisconsin Avenue, Bethesda, MD 20814, which is also the mailing address of the firm. An additional office of the firm is in Potomac, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 240-497-7200 or by fax 240-497-7212. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at chevychasebank.com/html/investments.html.