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Goodloe Edgar Byron

POTOMAC ASSET MANAGEMENT CO INC·FREDERICK, Maryland
POTOMAC 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
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Goodloe Edgar Byron is a registered financial advisor based in FREDERICK, Maryland, affiliated with POTOMAC ASSET MANAGEMENT CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
POTOMAC ASSET MANAGEMENT CO INC
POTOMAC ASSET MANAGEMENT CO INC
AUM
$114M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1028918
Firm CRD# 105730
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05

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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