Potomac
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 105413
- Registered since
- February 4, 1988
- Website
- potomac.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies94.6%
- HNWI2.71%
- Individuals2.68%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Potomac is an SEC-registered institutional RIA (registered in 1988) that provides fee-based portfolio management services to both individual/family clients and institutional investors. The firm bills on a percentage-of-AUM basis and lists portfolio management for individuals/small businesses and for investment companies as its primary advisory activities. Ownership is held by an individual and the firm is organized as a corporation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities34%
- Cash & Cash Equivalents5%
Owners & executives
3 of 6
Jennifer Burton
Chief Operations OfficerCRD 6755112
Manish Khatta
CEO & Chief Investment OfficerCRD 4563404
Jeffrey Goodnow
Chief Growth OfficerCRD 2658065
Contacts
3 of 21
Andrew Gaebel
External Sales RepresentativeCRD 5365603
Anthony Gonzales
SalesCRD 4168988
Kaitlyn Humphries
DirectorCRD 6917006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$4.2B in ETFs
90%
$3.8B
3%
$418M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $2.7B | 3,546,980 | 63.53% |
Location
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 7373 Wisconsin Ave
- Time zone
- ET (UTC-5)
- Office locations
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