New Potomac Partners LLC
Legal Name: NEW POTOMAC PARTNERS LLC
Full Contact Details
New Potomac Partners LLC
4330 EAST WEST HWY, SUITE 416, BETHESDA, MD
240-253-4280
240-396-5608
Other Info
NEW POTOMAC PARTNERS LLC, a DE Limited Liability Company, provides advisory services with a team of three talented employees. The number of clients served is unknown, but their SEC status is Approved with a registration date of Oct 16, 2014.
Home | New Potomac Partners, LLC
4330 East West Highway #416 Bethesda, MD 20814 240-253-4280 Client Login Menu HomeAbout Us Our TeamOur ClientsServices Portfolio ManagementFinancial PlanningFinancial ConsultationBlogContactJoin Our Team Client Login Personalized Strategies Effective solutions for every stage of life. Investment A…
Direct Owners
-
DAVID LAWRENCE STRAUS
MANAGING MEMBER/CCO owns more than 25% but less than 50%
-
JOSHUA AARON OLDS
MEMBER owns more than 25% but less than 50%
-
ROBIN ANNE MITLER
MEMBER owns more than 10% but less than 25%
Firms Located Nearby
- GEF Management Corporation
- Divergent Planning LLC
- Truffle Hound Capital LLC
- Sargent Investment Group LLC
- Abrams Bison Investments LLC
- The Capital Group Investment Advisory Services LLC
- Macroview Investment Management LLC
- MAY Barnhard Investments LLC D/B/A MBI LLC
- Fulton Breakefield Broennimanllc
- Midcap Financial Services Capital Management LLC
News
Top Holdings
- ISHARES FLT $4,744k
- ISHARES TR CORE S&P500 ETF $3,901k
- MICROSOFT CORP $3,271k
- ISHARES INC CORE MSCI EMKT $2,819k
- Apple Inc $2,707k
- MASTERCARD INC $2,562k
- JPMORGAN CHASE & CO $2,446k
- BlackRock, Inc. $2,366k
- TARGET CORPORATION $2,269k
- DISNEY WALT CO $2,261k