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POTOMAC FINANCIAL GROUP
GAITHERSBURG, MD
301-948-3900
SEC #801-60649Total AUM
$100M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
18310 MONTGOMERY VILLAGE AVE.
SUITE 420
GAITHERSBURG
MD 20879
USA
SUITE 420
GAITHERSBURG
MD 20879
USA
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
301-948-3900
Financials
Total AUM
$100M
Accounts
165Discretionary
$0
Accounts
0Non-Discretionary
$100M
Accounts
165
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MD
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.