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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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