Overview
Assets Under Management: $211 million
Headquarters: NORTH BETHESDA, MD
High-Net-Worth Clients: 32
Average Client Assets: $3.0 million
Frequently Asked Questions
NEW POTOMAC PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170061), NEW POTOMAC PARTNERS LLC is subject to fiduciary duty under federal law.
NEW POTOMAC PARTNERS LLC is headquartered in NORTH BETHESDA, MD.
NEW POTOMAC PARTNERS LLC serves 32 high-net-worth clients according to their SEC filing dated December 12, 2024. View client details ↓
According to their SEC Form ADV, NEW POTOMAC PARTNERS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
NEW POTOMAC PARTNERS LLC manages $211 million in client assets according to their SEC filing dated December 12, 2024.
According to their SEC Form ADV, NEW POTOMAC PARTNERS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.82%
Average Client Assets: $3.0 million
Total Client Accounts: 121
Discretionary Accounts: 114
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 170061
Filing ID: 1915101
Last Filing Date: 2024-12-12 08:24:00