POTOMAC FINANCIAL SERVICES, INC.
Legal name: POTOMAC FINANCIAL GROUP
CRD #114722 SEC #801-60649 GAITHERSBURG, MD 301-948-3900
SEC Registered
Total AUM
$58M
Discretionary
$0
Employees
5
Clients
26
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $100M | $0 | $100M | 5 | -- |
| Mar 2007 | $58M | $0 | $58M | 5 | -- |
| Jan 2006 | $58M | $0 | $58M | 5 | -- |
| Jan 2006 | $50M | $0 | $50M | 5 | -- |
| Sep 2005 | $50M | $0 | $50M | 5 | -- |
| Jan 2005 | $50M | $0 | $50M | 5 | -- |
| Oct 2001 | $40M | $0 | $40M | 5 | -- |
DateMar 2007
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients--
DateMar 2007
Total AUM$58M
Discretionary$0
Non-Disc.$58M
Employees5
Clients--
DateJan 2006
Total AUM$58M
Discretionary$0
Non-Disc.$58M
Employees5
Clients--
DateJan 2006
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateSep 2005
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateJan 2005
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateOct 2001
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--