Potomac Advisors, Inc.
Potomac Advisors, Inc. is an SEC-registered ria with $17.0M assets under management (AUM, regulatory AUM), -75% over one year. See who owns Potomac Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131070, data through 2023-11-10.
- AUM (assets under management / regulatory AUM)
- $17.0M (2023-11-10)
- Firm type
- Ria
- Employees
- 3
- Clients
- 45
- CRD
- 131070
- Ownership
- PAUL, Meghan, S; RICHARD M PAUL 2021 FAMILY TRUST; PAUL, RICHARD, MATTHEW
How much AUM does Potomac Advisors, Inc. have?
Potomac Advisors, Inc. reported $17.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-11-10).
Who owns Potomac Advisors, Inc.?
Disclosed owners and executives of Potomac Advisors, Inc. include PAUL, Meghan, S, RICHARD M PAUL 2021 FAMILY TRUST, PAUL, RICHARD, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.