# POTOMAC FINANCIAL SERVICES, INC.

POTOMAC FINANCIAL SERVICES, INC. of GAITHERSBURG, MD is an SEC-registered investment adviser.

## Registration

- CRD: 114722
- Type: SEC-registered investment adviser
- SEC file number: 801-60649
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114722/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114722/similar
- Related entities: https://search.stillhousedata.com/firm/114722/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114722

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.