Potomac Advisors

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

7215 Teal Creek Gln, Lakewood Ranch, Flo...

Phone Number

(941) 870-3426

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Potomac Advisors

Potomac Advisors offers active investment management services that combine algorithmic precision with human expertise. Their award-winning EVO strategies are designed to deliver institutional-grade performance while systematically managing risk. The company caters to both financial firms seeking signal provision and individual investors focused on retirement investing. With over 19 years of proven results, Potomac Advisors aims to capture significant market upside while limiting downside losses.Explore more
Potomac Advisors's Social MediaPopular SearchesPotomac Advisors IncPotomac AdvisorsPotomac Advisors( IncPotomac Advisors, Inc.SIC Code 62,628NAICS Code 52,523Show more

Potomac Advisors Org Chart

PhoneEmail
RP
United States flag for contact location.

President & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Potomac Advisors

<$5M
1-10
Private
-
2005
RP
Richard PaulPresident & Chief Investment Officer
$22.2M
11-50
Private
-
2009
JR
John ReaganChief Technology Officer
$12.5M
11-50
Private
-
2013
N/A
$8.6M
11-50
Private
<$5M
1988
BN
Beck NygardSenior Vice President, Wealth Advisor
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
<$5M
1-10
Private
-
2005
AH
Alyce HoffmanDirector, Client Services
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Potomac Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Potomac Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Potomac Advisors.

Potomac Advisors Tech Stack

A closer look at the technologies used by Potomac Advisors

Top Finance Companies

Frequently Asked Questions Regarding Potomac Advisors

What is Potomac Advisors's official website?
Potomac Advisors's official website is www.potomacadvisorsinc.com
What is Potomac Advisors's Revenue?
Potomac Advisors's revenue is <$5 Million
What is Potomac Advisors's SIC code?
Potomac Advisors's SIC: 62,628
What is Potomac Advisors's NAICS code?
Potomac Advisors's NAICS: 52,523
How many employees does Potomac Advisors have?
Potomac Advisors has 1-10 employees
What industry does Potomac Advisors belong to?
Potomac Advisors is in the industry of: Finance, Securities Trading
What is Potomac Advisors competition?
Potomac Advisors top competitors include: Evanson Asset Management, Mutual Funds, The Institute for Wealth Management, NorthCoast Asset Management
What technology does Potomac Advisors use?
Some of the popular technologies that Potomac Advisors uses are: Google Cloud DNS, Squarespace Online Stores, Google Cloud Platform, Adobe Typekit
How do I contact Potomac Advisors?
Potomac Advisors contact info: Phone number: (941) 870-3426 Website: www.potomacadvisorsinc.com
What does Potomac Advisors do?

Potomac Advisors offers active investment management services that combine algorithmic precision with human expertise. Their award-winning EVO strategies are designed to deliver institutional-grade performance while systematically managing risk. The company caters to both financial firms seeking signal provision and individual investors focused on... retirement investing. With over 19 years of proven results, Potomac Advisors aims to capture significant market upside while limiting downside losses.Read More

What are Potomac Advisors social media links?
Potomac Advisors Linkedin page Potomac Advisors Facebook page
Is Potomac Advisors a public company?
Potomac Advisors is private company therefore does not currently have an official ticker symbol
See more information about Potomac Advisors

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