POTOMAC

BETHESDA, MD

(301) 901-3466

SEC #801-31311

Total AUM

$3.3B

Employees

Clients

1,261

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

7373 WISCONSIN AVE.
SUITE #750
BETHESDA
MD 20814
United States

Operating Hours

8:00 AM - 4:30 PM
Monday - Friday

Phone

(301) 901-3466

Financials

Total AUM

$3.3B

Accounts

2,385

Discretionary

$3.3B

Accounts

2,385

Non-Discretionary

Accounts

Clients

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Individual Clients

1,137

AUM

$88M

HNW Individual Clients

120

AUM

$88.9M

Investment Company Clients

AUM

$3.1B

Services

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Services Offered

Company Portfolio ManagementIndividual Portfolio Management

Compensation Types

Charges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

ARAZCACOFLHIIAILINKSMAMDMIMNMTNCNENJNVNYOHORPATNTXUTWA

Affiliates

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Affiliates

Reported 2 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.