Potomac Advisors

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Potomac Advisors — overview

About

Potomac Advisors is a US-based wealth manager and registered investment advisor. It provides financial planning, investment advisory services, portfolio management, estate planning, tax planning, portfolio management, investment management services to primarily individuals, including high net worth individuals, Investment Companies, occasionally to pension, profit-sharing plans on discretionary basis.

Potomac Advisors - known decision makers (3)

Position	Location	Asset Class
Founder & Chief Investment Officer	Lakewood Ranch, US	GEN
Vice President	Lakewood Ranch, US	GEN
Investment Advisor Representative	Lakewood Ranch, US	GEN

Showing 3 of 3 known decision makers Potomac Advisors

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