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Building 2POTOMAC INVESTMENT COMPANY

Map pin
Phone240-274-7810
NotebookSEC #801-135351
Total AUM
$107M
Employees
2
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-6
Monday - Friday
Phone
240-274-7810
Other Offices
1

ReceiptFinancials

Total AUM
$107M
Accounts
41
Discretionary
$107M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$2M
HNW Individual Clients
18
AUM
$67.8M
Charitable Organization Clients
5
AUM
$35.9M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
DCFLMAMD

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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