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NEW POTOMAC PARTNERS LLC
Tel: 240-253-4280
909 Rose Ave Suite 400
North Bethesda, Maryland 20852
NEW POTOMAC PARTNERS LLC
NEW POTOMAC PARTNERS LLC is a North Bethesda, Maryland based financial advisory firm with nearly $210,799,446 in assets under management and provides investment advisory services for 121 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
170061
SEC#:
801-80463
No. of Clients:
121
Assets under Management
$210,799,446
No. of Advisors:
3
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