Chevy Chase Asset Management LLC (Potomac)

Name: Chevy Chase Asset Management LLC
Address: 11821 Trailridge Drive, Potomac, MD, 20854
Telephone: 301-461-8385

Chevy Chase Asset Management LLC is an adviser based in Potomac. It manages $33.29 million of regulatory assets for 162 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

Chevy Chase Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chevy Chase Asset Management: assets under management

The assets under management (AUM) of Chevy Chase Asset Management LLC is $33.29 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $205.48 thousand each.

Chevy Chase Asset Management has custody of $33 million in cash and securities for 160 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Chevy Chase Asset Management LLC 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.

Careers at Chevy Chase Asset Management LLC

Ramarro Johan Ratnavale has been acting as President since 1 Apr 1999. Raymond Guido Mancini joined the executive team most recently as the Senior Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Raymond Guido Mancini	Senior partner	1 Apr 1999	Other	4377690
Ramarro Johan Ratnavale	President	1 Apr 1999	50% - 75%	1853678
Lori Anne Rutledge	Senior partner	1 Apr 1999	Other	4377691
Ramarro John Ratnavale	President, ceo, chief compliance officer, chief financial officer, chief operations officer, chief investment officer	1 Apr 1999	50% - 75%	1853678

Based in Potomac

The principal office where Chevy Chase Asset Management LLC performs its advisory services is located at 11821 Trailridge Drive, Potomac, MD 20854 The mailing address of the firm is P.O. Box 34471, West Bethesda, MD 20827. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-461-8385 or by fax 240-597-0077. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.chevychaseassetmgt.com.