Chevy Chase Asset Management LLC

Chevy Chase Asset Management LLC (CRD# 108415) is a financial advisory firm headquartered in Alexandria, VA. They manage $25,614,600 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $320,183
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, OR

Financial Advisors at Chevy Chase Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lori A. Rutledge
CRD#: 4377691
Sheridan, OR
83
Wealthminder
score

Lori Rutledge (CRD# 4377691) is an Investment Advisor Representative working at Chevy Chase Asset Management LLC in Sheridan, OR and has over 17 years of experience in the finance industry.

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