POTOMAC FINANCIAL SERVICES, INC.
POTOMAC FINANCIAL SERVICES, INC. of GAITHERSBURG, MD is an SEC-registered investment adviser (CRD 114722). Regulatory assets under management: $100.0M.
Registration
- CRD: 114722
- SEC file number: 801-60649
- Type: Registered investment adviser
- Location: 18310 MONTGOMERY VILLAGE AVE., SUITE 420, GAITHERSBURG, MD, 20879
- Phone: 301-948-3900
- Latest filing: 2007-03-21
- Regulatory AUM: $100.0M
- Non-discretionary AUM: $100.0M
- Clients: 1
- Accounts: 165
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| RUTH JAMES PERRY | OWNER; OWNER/CHIEF COMPLIANCE OFFICER | — |
| BENDER TAMI LYNN | CHIEF COMPLIANCE OFFICER | — |
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