POTERACK CAPITAL ADVISORY, INC.
CRD #145340 SEC #801-69336 CHARLOTTE, NC 704-366-5776
SEC Registered
Total AUM
$34.2M
Discretionary
$34.2M
Employees
6
Clients
0
Accounts
563
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $34.2M | $34.2M | $0 | 6 | 500 |
| Jun 2012 | $34.2M | $34.2M | $0 | 6 | 500 |
| Jun 2012 | $34.2M | $34.2M | $0 | 6 | 500 |
| Mar 2012 | $34.2M | $34.2M | $0 | 6 | 500 |
| Mar 2011 | $34.1M | $34.1M | $0 | 10 | -- |
| Nov 2010 | $86.3M | $23.2M | $63M | 10 | -- |
| Jun 2010 | $86.3M | $23.2M | $63M | 10 | -- |
| Mar 2010 | $86.3M | $23.2M | $63M | 10 | -- |
| Jan 2010 | $39.3M | $26.4M | $13M | 10 | -- |
| Sep 2009 | $39.3M | $26.4M | $13M | 10 | -- |
DateJun 2012
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees6
Clients500
DateJun 2012
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees6
Clients500
DateJun 2012
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees6
Clients500
DateMar 2012
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees6
Clients500
DateMar 2011
Total AUM$34.1M
Discretionary$34.1M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$86.3M
Discretionary$23.2M
Non-Disc.$63M
Employees10
Clients--
DateJun 2010
Total AUM$86.3M
Discretionary$23.2M
Non-Disc.$63M
Employees10
Clients--
DateMar 2010
Total AUM$86.3M
Discretionary$23.2M
Non-Disc.$63M
Employees10
Clients--
DateJan 2010
Total AUM$39.3M
Discretionary$26.4M
Non-Disc.$13M
Employees10
Clients--
DateSep 2009
Total AUM$39.3M
Discretionary$26.4M
Non-Disc.$13M
Employees10
Clients--