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NEW Potomac Partners LLC

Headquartered in NORTH BETHESDA, MD

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Firm Information

NEW Potomac Partners LLC is an investment advisor registered with the SEC and located in NORTH BETHESDA, MD. The firm provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. They manage approximately $210,799,446 in assets and have 121 client accounts. Their website addresses are https://www.facebook.com/newpotomac, https://www.linkedin.com/company/11567531/admin/, HTTP://WWW.NEWPOTOMACPARTNERS.COM/, and https://twitter.com/newpotomacpartners.

NEW Potomac Partners LLC

909 ROSE AVE

NORTH BETHESDA, MD 20852

$210.80M

Assets Under Management

3

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

NEW POTOMAC PARTNERS LLC has a total of 2 branch locations across the country.
location

NORTH BETHESDA, MD

location

Chapel Hill, NC

Advisors at NEW Potomac Partners LLC

View All 3 Advisors
Unclaimed
David Lawrence Straus

CFA®, RA

NORTH BETHESDA, MD

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Robin Anne Mitler

RA

NORTH BETHESDA, MD

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Disclosures

There are no public disclosures for NEW Potomac Partners LLC.

Frequently Asked Questions (9)

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