Potomac Advisors, Inc.
Potomac Advisors, Inc. (CRD# 131070) is a financial advisory firm headquartered in , . They manage $16,974,804 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Potomac Advisors, Inc.
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$369,017
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Market timing services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Potomac Advisors, Inc.
1
Meghan Paul (CRD# 6724585) is an Investment Advisor Representative working at Potomac Advisors, Inc. in Los Angeles, CA and has over 7 years of experience in the finance industry.
2
Richard Paul (CRD# 1603141) is an Investment Advisor Representative working at Potomac Advisors, Inc. in Lakewood Ranch, FL and has over 34 years of experience in the finance industry.
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