NEW POTOMAC PARTNERS LLC

909 Rose Ave
Suite 400
North Bethesda, Maryland 20852
Tel: 240-253-4280

About NEW POTOMAC PARTNERS LLC

NEW POTOMAC PARTNERS LLC, formally registered with the SEC as NEW POTOMAC PARTNERS LLC. The firm was established in 10/16/2014. They have over 2 offices throughout the country.

NEW POTOMAC PARTNERS LLC is a North Bethesda, Maryland based Financial Planning firm with nearly $210,799,446 assets under management, offering retirement planning & investment advisory services to 121 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170061
SEC#	801-80463
Assets Managed by Firm	$210,799,446
No. of Clients	121
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	121	$210,799,446
Individuals (other than high net worth individuals)	64	$105,460,220
High net worth individuals	32	$94,490,841
Charitable organizations	1	$1,852,111
Corporations or other businesses	3	$8,996,274

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