Chevy Chase Trust Information

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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

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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
1999Privately
Held
100 - 250 47.1M $3.5M
2007Privately
Held
1-10 < 1M $0
1993- 200-500 - $-
1985- 500-1000 - $-

Estimated Website Traffic

The chart shows a decline in traffic to the chevychasetrust.com website. In February, traffic decreased to 2366, compared to 3660 in the previous month. The highest traffic in 2026 was recorded in January, reaching 3660 visits.

Employees Turnover 1 quarter 2026

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Length of Employment
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Employee tenure at Chevy Chase Trust shows a diverse range of experience levels:
2% have been with the company for less than 1 year7% for 1–2 years7% for 3–4 years14% for 5–7 years7% for 8–10 years62% have over 11 years of service at Chevy Chase Trust
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FAQ

Chevy Chase Trust operates in the Finance industries. More details can be found on the official website: chevychasetrust.com.
The headquarters of Chevy Chase Trust are located in Bethesda, United States.
The current CEO of Chevy Chase Trust is Jeff Whitaker
You can contact Chevy Chase Trust by phone at 240.497.5000.
Chevy Chase Trust currently employs 100-200 people.
Chevy Chase Trust's revenue is approximately 16.7M.
Well-known competitors of Chevy Chase Trust include Brighton Jones, Kaup Capital, Allworth Financial and Mercer Advisors.

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