POTERACK CAPITAL ADVISORY, INC.

CHARLOTTE, North Carolina·1 registered advisor·CRD# 145340
SEC# 801-69336704-366-5776
01

Firm Overview

AUM
$34M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at POTERACK CAPITAL ADVISORY, INC.

1 registered advisor
Dawn Marie Poterack
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. POTERACK CAPITAL ADVISORY, INC. (CRD# 145340) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.