NEW POTOMAC PARTNERS LLC
Tel: 240-253-4280 909 Rose Ave Suite 400 North Bethesda, Maryland 20852
About 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
Firm CRD#:
170061
Firm SEC#:
801-80463
Assets Under Management:
$210,799,446
No. of Clients:
121
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
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