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Building 2POTOMAC ADVISORS, INC.

Map pin
Phone941-870-3426
NotebookSEC #801-118200
Total AUM
$17M
Employees
3
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
941-870-3426

ReceiptFinancials

Total AUM
$17M
Accounts
46
Discretionary
$17M
Accounts
46
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$4.7M
HNW Individual Clients
5
AUM
$10.4M
Investment Company Clients
1
AUM
$111.4K
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementMarket TimingOther Services
Other Services
RESEARCH, MARKET SIGNALS AND NON-DISCRETIONARY ADVICE TO OTHER INVESTMENT ADVISORS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUB ADVISORY FEES, SIGNAL PROVIDER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIDTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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