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
http://www.potomacadvisorsinc.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Potomac Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Meghan Paul, financial advisor Los Angeles CA
Meghan S. Paul
CRD#: 6724585
Los Angeles, CA

Meghan Paul (CRD# 6724585) is an Investment Advisor Representative working at Potomac Advisors, Inc. in Los Angeles, CA and has over 6 years of experience in the finance industry.

2
Richard Paul, financial advisor Lakewood Ranch FL
Richard M. Paul
CRD#: 1603141
Lakewood Ranch, FL

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.

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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