Potomac Investment Company

Potomac Investment Company (CRD# 14553) is a financial advisory firm headquartered in , . They manage $43,194,541 in 37 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $1,167,420
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, MA, MD

Financial Advisors at Potomac Investment Company
Showing 1 - 1 of 1 top financial advisors.
1
Carol S. Greenwald
CRD#: 1207586
5600 Wisconsin Ave #108, Chevy Chase, MD 20815
93
Wealthminder
score

Carol Greenwald (CRD# 1207586) is an Investment Advisor Representative working at Potomac Investment Company in Chevy Chase, MD and has over 33 years of experience in the finance industry.

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