Potomac Wealth Strategies, LLC
Potomac Wealth Strategies, LLC (CRD# 151565) is a financial advisory firm headquartered in Alexandria, VA. They manage $29,686,334 in 61 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management30MILLION
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Total Number of Accounts61ACCOUNTS
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Average Account Value$486,661
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, VA
Financial Advisors at Potomac Wealth Strategies, LLC
1
Garo Partoyan (CRD# 4490898) is an Investment Advisor Representative working at Potomac Wealth Strategies, LLC in Alexandria, VA and has over 22 years of experience in the finance industry.
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