Assets Under Management
$1.9B
Number of Clients
1,408
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$132.7M
Compensation
Fee-Only (AUM)
Potomac offers discretionary investment advisory services through the Union Platform and third-party sponsored programs. Strategies are managed by Potomac or implemented based on advice from other investment advisers. The Potomac Funds are used exclusively in Potomac Strategies.
777 Brickell Ave., Suite #500-9455, Miami, FL, 33131