Potomac Investment Company
Potomac Investment Company (CRD# 14553) is a financial advisory firm headquartered in , . They manage $61,869,000 in 39 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Potomac Investment Company
By the Numbers
-
Total Assets Under Management62MILLION
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$1,586,385
Compensation Options
- A percentage of assets under your management
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, FL, MA, MD
Financial Advisors at Potomac Investment Company
1
Carol Greenwald (CRD# 1207586) is an Investment Advisor Representative working at Potomac Investment Company in The Villages, FL and has over 40 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.