RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Iowa
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 26, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
POTERACK, RYAN, RICHARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POTERACK, RYAN, RICHARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POTERACK, RYAN, RICHARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POTERACK, RYAN, RICHARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POTERACK, RYAN, RICHARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POTERACK, RYAN, RICHARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POTERACK, RYAN, RICHARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POTERACK, RYAN, RICHARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POTERACK, RYAN, RICHARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POTERACK, RYAN, RICHARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
POTERACK, DAWN, MARIEIOWNERE Control
POTERACK, DAWN, MARIEIOWNERE Control
POTERACK, DAWN, MARIEIOWNERE Control
POTERACK, DAWN, MARIEIOWNERE Control
POTERACK, DAWN, MARIEIOWNERE Control
POTERACK, DAWN, MARIEIOWNERE Control
POTERACK, DAWN, MARIEIOWNERE Control
POTERACK, DAWN, MARIEIOWNERE Control
POTERACK, DAWN, MARIEIOWNERE Control
POTERACK, DAWN, MARIEIOWNERE Control

Registrations

Federal

IA
Jun 26, 2012 REGISTERED

Notice Filings (9)

GA IA IL LA NC NE SC TN TX

Address

2115 REXFORD ROAD
SUITE 311
CHARLOTTE, NC 28211
United States
Phone: 704-366-5776