Chevy Chase Asset Management LLC

Chevy Chase Asset Management LLC (CRD# 108415) is a financial advisory firm headquartered in , . They manage $32,852,123 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $684,419
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
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 Rutledge, financial advisor Mcminnville OR
Lori A. Rutledge
CRD#: 4377691
Mcminnville, OR

Lori Rutledge (CRD# 4377691) is an Investment Advisor Representative working at Chevy Chase Asset Management LLC in Mcminnville, OR and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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