POTERACK CAPITAL ADVISORY, INC.
POTERACK CAPITAL ADVISORY, INC. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 145340). Regulatory assets under management: $34.2M.
Registration
- CRD: 145340
- SEC file number: 801-69336
- Type: Registered investment adviser
- Location: 2115 REXFORD ROAD, SUITE 311, CHARLOTTE, NC, 28211
- Phone: 704-366-5776
- Latest filing: 2012-06-26
- Regulatory AUM: $34.2M
- Discretionary AUM: $34.2M
- Clients: 6
- Accounts: 563
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| POTERACK DAWN MARIE | OWNER | — |
| POTERACK RYAN RICHARD | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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