4250 Fairfax Drive
Suite 600
Arlington, Virginia 22203
Tel: 703-850-5533
WEST POTOMAC CAPITAL LLC, formally registered with the SEC as WEST POTOMAC CAPITAL LLC. The firm was established in 12/16/2022. They have over 1 offices throughout the country.
WEST POTOMAC CAPITAL LLC is a Arlington, Virginia based Financial Planning firm with nearly $2,547,172,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 309094 |
SEC# | 801-127050 |
Assets Managed by Firm | $2,547,172,000 |
No. of Clients | 1 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1 | $2,547,172,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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