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New Potomac Partners Llc
Bethesda, Maryland
New Potomac Partners LLC is a reputable investment advisory firm based out of Bethesda, MD. With over 30 individual clients and an impressive $166,465,000 in assets under management, they offer comprehensive financial guidance to their discerning clientele. The firm operates from two well-equipped offices, ensuring accessibility and convenience for their clients.
While New Potomac Partners LLC primarily manages assets for individual clients, comprising less than 30% of their total assets under management, they also possess the expertise to oversee employer funds. A noteworthy 7% of the assets they manage are discretionary, demons...see more
Assets Under Mgmt
$166.47M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for New Potomac Partners Llc
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