Potomac Asset Management, Inc.
Potomac Asset Management, Inc. (CRD# 115807) is a financial advisory firm headquartered in Woodbridge, VA. They manage $3,062,524 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$306,252
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Musso (CRD# 1776540) is an Investment Advisor Representative working at Potomac Asset Management, Inc. in Woodbridge, VA and has over 28 years of experience in the finance industry. Thomas Musso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.