Chevy Chase Trust Information
Summary
Chevy Chase Trust is a private company that has been in the industry for 27 years. The company currently specializes in the Financial Services, Investment Management & Fund Operators, Asset & Investment Management areas. The position of the President & CEO is occupied by Jeff Whitaker. Its headquarters is located at Bethesda, Maryland, USA. The number of employees ranges from 25 to 100. The annual revenue of Chevy Chase Trust varies between 5.0M and 25M. To connect with Chevy Chase Trust employee register on SignalHire.
Organization Website | chevychasetrust.com |
Social Links |   |
Phone Number | 240.497.5000 |
Industries | |
Headquarters Location | 7501 Wisconsin Avenue, Bethesda, Maryland, 20814 US |
Employees Size | 100-200 employees |
Specialties | Investment Management, Financial Planning, Estate Planning, IRA Rollovers, Philanthropy, Multi Family Office Services, Trust and Fiduciary Services, Custody, Tax-Exempt Securities, Tax Planning and Guidance, Global Thematic Investing, Wealth Management, Thematic Investing, Investing, Markets |
SIC Code | 6282 |
DMA Code | Washington Metropolitan Area |
Founded | 1999 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1999 | Privately Held | 100 - 250 | 47.1M | $3.5M | |
| 2007 | Privately Held | 1-10 | < 1M | $0 | |
| 1993 | - | 200-500 | - | $- | |
| 1985 | - | 500-1000 | - | $- |
Estimated Website Traffic
The chart shows a growth in traffic to the chevychasetrust.com website. In November, traffic increased to 5142, compared to 3693 in the previous month. The highest traffic in 2025 was recorded in November, reaching 5142 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at Chevy Chase Trust shows a diverse range of experience levels:
3% have been with the company for less than 1 year15% for 1–2 years13% for 3–4 years13% for 5–7 years8% for 8–10 years50% have over 11 years of service at Chevy Chase TrustEx-employees positions
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