Du
Hur

Chevy Chase Trust Company

CRD#7110649
Investment Advisor
in Bethesda, MD

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About this Advisor

Du Hur is a financial advisor operating out of Bethesda, Maryland with a total of 4 years of industry experience. Hur works at Chevy Chase Trust Company. Their career trajectory has included roles at Columbia Partners, LLC Investment Management and Chevy Chase Trust Company. Hur holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Maryland. Chevy Chase Trust Company is a registered investment company that has its headquarters in Bethesda, MD. It has a total of 103 financial advisors. It handles $32 billion in assets under management among its 4,695 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 45 charities and foundations. Of its 4,695 customer accounts, 94% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Chevy Chase Trust Company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management typically vary depending on which services are offered. However, fee types billed by Chevy Chase Trust Company can include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7501 Wisconsin Avenue 15Th Floor
Bethesda, MD 20814

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Chevy Chase Trust Company Brokerage Details

Total Assets Under Management

$32,026,434,099

MD Average: $6,889,882,315
Total Number of Employees

103

MD Average: 45
Total Number of Accounts

4,695

MD Average: 765
Average Account Size

$6,821,392

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Du Hur Work History

Du has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Chevy Chase Trust Company

2003 - 2019 (16 years)

Columbia Partners, LLC Investment Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Du Hur to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chevy Chase Trust Company

Paula Landau
Bethesda, MD
Jeffrey Dillman
Bethesda, MD
Melanie Simons
Bethesda, MD
Frederick Hopkins
Bethesda, MD
Robert Eubank
Bethesda, MD
Andrew Morgan
Bethesda, MD
Christopher Young
Bethesda, MD
Wendy Moyers
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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