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
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

DC, FL, MA, MD

Financial Advisors at Potomac Investment Company
Showing 1 - 1 of 1 top financial advisors.
1
Carol S. Greenwald
CRD#: 1207586
1221 Jebber Loop, The Villages, FL 32162

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.

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