Sign in
Create a free account
NEW POTOMAC PARTNERS LLC
NORTH BETHESDA, MD
240-253-4280
SEC #801-80463Total AUM
$59.3M
Employees
2Clients
39Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
909 ROSE AVE
SUITE 400
NORTH BETHESDA
MD 20852
United States
SUITE 400
NORTH BETHESDA
MD 20852
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
240-253-4280
Other Offices
1
Financials
Total AUM
$59.3M
Accounts
69Discretionary
$51M
Accounts
61Non-Discretionary
$8.3M
Accounts
8
Clients
Individual Clients
20AUM
$11.7M
HNW Individual Clients
13AUM
$43.7M
Charitable Organization Clients
1AUM
$2.1M
Investment Advisor Clients
2AUM
$1.2M
Corporation or Business Clients
3AUM
$661K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MDNCVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.