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Joshua Aaron Olds

NEW POTOMAC PARTNERS LLC·NORTH BETHESDA, Maryland
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909 ROSE AVE, NORTH BETHESDA, MD 20852CRD# 2874964Firm CRD# 170061
01

About

Joshua Aaron Olds is a registered financial advisor based in NORTH BETHESDA, Maryland, affiliated with NEW POTOMAC PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEW POTOMAC PARTNERS LLC
NEW POTOMAC PARTNERS LLC
AUM
$211M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NEW POTOMAC PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2874964
Firm CRD# 170061
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua Aaron Olds offer?
Joshua Aaron Olds specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH BETHESDA, Maryland for a consultation.
What are Joshua Aaron Olds's credentials?
Joshua Aaron Olds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Aaron Olds located?
Joshua Aaron Olds is based in NORTH BETHESDA, Maryland, working with NEW POTOMAC PARTNERS LLC. Their office serves clients in the NORTH BETHESDA metropolitan area and surrounding communities.
How does Joshua Aaron Olds charge for services?
Joshua Aaron Olds's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW POTOMAC PARTNERS LLC?
NEW POTOMAC PARTNERS LLC has approximately 3 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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