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Goodloe Edgar Byron

POTOMAC ASSET MANAGEMENT CO INC·FREDERICK, Maryland
SIE, Series 7, Series 8, Series 39, Series 63POTOMAC ASSET MANAGEMENT CO INC
5 SOUTH MARKET STREET, FREDERICK, MD 21701CRD# 1028918Firm CRD# 105730

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Goodloe Edgar Byron · FREDERICK, MD
Registration
CRD #1028918 · POTOMAC ASSET MANAGEMENT CO INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 39
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
POTOMAC ASSET MANAGEMENT CO INC
CRD 105730 · SEC 801-16383
AUM
$114M
Regulatory assets under management
Employees
6
16 client accounts
Services offered by POTOMAC ASSET MANAGEMENT CO INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at POTOMAC ASSET MANAGEMENT CO INC →
Introduction

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Frequently Asked Questions

What services does Goodloe Edgar Byron offer?
Goodloe Edgar Byron specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in FREDERICK, Maryland for a consultation.
What are Goodloe Edgar Byron's credentials?
Goodloe Edgar Byron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Goodloe Edgar Byron located?
Goodloe Edgar Byron is based in FREDERICK, Maryland, working with POTOMAC ASSET MANAGEMENT CO INC. Their office serves clients in the FREDERICK metropolitan area and surrounding communities.
How does Goodloe Edgar Byron charge for services?
Goodloe Edgar Byron's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POTOMAC ASSET MANAGEMENT CO INC?
POTOMAC ASSET MANAGEMENT CO INC has approximately 6 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Christopher Alan Weir
FREDERICK, MD

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