POTOMAC ASSET MANAGEMENT CO INC

5 South Market Street
4th Floor
Frederick, Maryland 21701
Tel: 301.695.9229

About POTOMAC ASSET MANAGEMENT CO INC

POTOMAC ASSET MANAGEMENT CO INC, formally registered with the SEC as POTOMAC ASSET MANAGEMENT CO INC. The firm was established in 08/21/1981. They have over 1 offices throughout the country.

POTOMAC ASSET MANAGEMENT CO INC is a Frederick, Maryland based Financial Planning firm with nearly $114,264,799 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105730
SEC#	801-16383
Assets Managed by Firm	$114,264,799
No. of Clients	16
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$114,264,799

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