New Potomac Partners LLC

New Potomac Partners LLC (CRD# 170061) is a financial advisory firm headquartered in North Bethesda, MD. They manage $210,799,446 in 121 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
909 Rose Ave, Suite 400, North Bethesda, MD 20852
http://www.newpotomacpartners.com/
By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $1,742,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, MA, MD, NC, OR, VA

Financial Advisors at New Potomac Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robin Mitler, financial advisor North Bethesda MD
Robin A. Mitler
CRD#: 5111354
909 Rose Ave, Suite 400, North Bethesda, MD 20852

Robin Mitler (CRD# 5111354) is an Investment Advisor Representative working at New Potomac Partners LLC in North Bethesda, MD and has over 17 years of experience in the finance industry.

2
Joshua Olds, financial advisor North Bethesda MD
Joshua A. Olds
CRD#: 2874964
909 Rose Ave, Suite 400, North Bethesda, MD 20852

Joshua Olds (CRD# 2874964) is an Investment Advisor Representative working at New Potomac Partners LLC in North Bethesda, MD and has over 26 years of experience in the finance industry.

3
David Straus, financial advisor North Bethesda MD
David L. Straus
CRD#: 2466774
909 Rose Ave, Suite 400, North Bethesda, MD 20852

David Straus (CRD# 2466774) is an Investment Advisor Representative working at New Potomac Partners LLC in North Bethesda, MD and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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