NEW POTOMAC PARTNERS LLC

NORTH BETHESDA, Maryland·3 registered advisors·CRD# 170061

SEC# 801-804631240-253-4280

01

Firm Overview

AUM

$211M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at NEW POTOMAC PARTNERS LLC

3 registered advisors

David Lawrence Straus

NORTH BETHESDA, Maryland

Joshua Aaron Olds

NORTH BETHESDA, Maryland

Robin Anne Mitler

NORTH BETHESDA, Maryland

05

Office Locations

NORTH BETHESDA, Maryland

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Data sourced from SEC Form ADV filings. NEW POTOMAC PARTNERS LLC (CRD# 170061) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.