New Potomac Partners LLC

New Potomac Partners LLC (CRD# 170061) is a financial advisory firm headquartered in Bethesda, MD. They manage $132,438,170 in 138 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $959,697
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, OR, VA

Financial Advisors at New Potomac Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joshua A. Olds
CRD#: 2874964
4330 East West Hwy, Suite 416, Bethesda, MD 20814
96
Wealthminder
score

Joshua Olds (CRD# 2874964) is an Investment Advisor Representative working at New Potomac Partners LLC in Bethesda, MD and has over 19 years of experience in the finance industry.

2
David L. Straus
CRD#: 2466774
4330 East West Hwy, Suite 416, Bethesda, MD 20814
96
Wealthminder
score

David Straus (CRD# 2466774) is an Investment Advisor Representative working at New Potomac Partners LLC in Bethesda, MD and has over 22 years of experience in the finance industry.

3
Robin A. Mitler
CRD#: 5111354
4330 East West Hwy, Suite 416, Bethesda, MD 20814
93
Wealthminder
score

Robin Mitler (CRD# 5111354) is an Investment Advisor Representative working at New Potomac Partners LLC in Bethesda, MD and has over 9 years of experience in the finance industry.

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