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- Custodian
- Charles Schwab & Company · Guggenheim · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Harbor peak
- Established Date
- 04-18-2006
- Office Locations
- 3
Office Locations
About Potomac Advisors, Inc.
Potomac Advisors is an investment adviser offering asset management and financial planning, including insurance and portfolio construction. Its award-winning EVO Strategies use systematic, quantitative technical analysis built over 19 years to drive repeatable decisions and manage risk, targeting participation in market upside while limiting drawdowns. Serves retail and institutional clients.
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Owner & Executives
Meghan S PAUL
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #6724585
- Ownership
- Less than 5%
RICHARD MATTHEW PAUL
Chief Compliance Officer, Chief Investment Officer, President, Secretary, TREASURER
- CRD
- #1603141
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARK JAMES PALAMARAS JR
--
- CRD
- #2165182
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,360,702 | $369,017 |
| Non-Discretionary | $0 | -- |
| Total | $19,360,702 | $369,017 |
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Separately Managed Accounts
Total SMA Asset: $18,394,734
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,173,919,656 | 30.6% |
| Cash | $1,349,819,394 | 19.0% |
| Other | $1,371,132,332 | 19.3% |
| Equity - Exchange | $2,209,441,219 | 31.1% |
| Total | $7,104,312,601 | 100.0% |