CRD: 14553
Potomac Investment Company
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-23-1983
- Office Locations
- 1
Office Locations
About Potomac Investment Company
Potomac Investment Properties is the Gewirz family’s multigenerational real estate investment and development platform in the Greater Washington, DC area. For nearly 90 years it has developed, owned, and operated multifamily, office, hotel, retail, parking and mixed-use assets—today controlling or invested in roughly 2,000 apartments, 2.1M sq ft of office, and 333 hotel keys—while pursuing land redevelopment opportunities.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 33 clients, or 16.5 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 42 years in operation. The source data was last updated on August 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Potomac Investment Company's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Potomac Investment Company record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CAROL SCHWARTZ GREENWALD
Chief Compliance Officer, Consultant, Owner, President
- CRD
- #1207586
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Zachary Lee Moss
--
- CRD
- #8213351
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,972,702 | $2,609,090 |
| Non-Discretionary | $0 | -- |
| Total | $106,972,702 | $2,609,090 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Potomac Investment Company has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.