Potomac Investment Company
Potomac Investment Company is an SEC-registered ria with $107.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Potomac Investment Company: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 14553, data through 2026-04-03.
- AUM (assets under management / regulatory AUM)
- $107.0M (2026-04-03)
- Firm type
- Ria
- Employees
- 2
- Clients
- 33
- CRD
- 14553
- Ownership
- GREENWALD, CAROL SCHWARTZ
How much AUM does Potomac Investment Company have?
Potomac Investment Company reported $107.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-03).
Who owns Potomac Investment Company?
Disclosed owners and executives of Potomac Investment Company include GREENWALD, CAROL SCHWARTZ. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.