Potomac Investments, Inc. is a multi-state adviser based in Seattle. It manages $50.59 million of regulatory assets for 346 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 12 other states.
Potomac Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Potomac Investments, Inc. is $50.59 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Potomac Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph Alan Perry has been acting as President since 1 Jun 2007. Joyce Anne Aarness joined the executive team most recently as the Chief Compliance Officer.
The principal office where Potomac Investments, Inc. performs its advisory services is located at 600 University Street, Seattle, WA 98101, which is also the mailing address of the firm. An additional office of the firm is in Augusta, ME. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-622-1210 or by fax 206-622-1214. The normal business hours are 8 am to 6 pm on Monday - Friday. You can find more information about the New York firm at www.marciajs.com.