Potomac Investments, Inc.
Contacts
Business description
Investment Advisory Services
Potomac Investments, Inc. an SEC registered Investment Adviser and was established in Seattle, WA in 1988. The firm provides financial advisory and investment management services to families, trusts, businesses, charities and other non-profit organizations throughout the country. Our mission is to provide our clients with clear and objective financial recommendations, implemented with the highest levels of service and delivered in a conflict-free environment. At present, our firm manages approximately $100 million in client assets through our offices in Seattle, WA, Washington, DC and Portland, ME.
General information
- Business Services Professional Services Management Consulting Services Financial Consultants
| Estimated number of employees: | 5 to 9 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Portland, ME | |
| County: | Cumberland |
stockings, Bonds, mutual funds
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