Potomac Consulting Group
Likely to Engage tag.Highly Engaged Employees

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

2009 14th St N Apt 202, Arlington, Virgi...

Phone Number

(703) 243-9039

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Potomac Consulting Group

Potomac Fund Management, Inc. specializes in providing investment strategies and tactical management solutions for financial advisors, focusing on risk reduction and a disciplined, data-driven approach. The company aims to deliver a differentiated investing experience that prioritizes consistency over emotional decision-making. With over $3 billion in assets under management, Potomac combines institutional-grade expertise with a quantitative process designed to conquer risk. Headquartered in Bethesda, MD, Potomac is committed to helping advisors scale their practices without compromising on returns.Explore more
Potomac Consulting Group's Social MediaPopular SearchesPotomac Consulting Group IncPotomac Consulting GroupBvf Potomac LLCHaka Potomac LLCIstar Potomac LLCSIC Code 62,628NAICS Code 52,523Show more

Potomac Consulting Group Org Chart

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Chief Executive Officer

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Potomac Consulting Group

<$5M
1-10
Private
-
1989
$6.5M
11-50
Private
-
2009
N/A
<$5M
1-10
Private
-
1996
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
CM
Chloe MlinarcikSales Account Manager
<$5M
1-10
Private
-
2000
EB
Edwin BranIT Specialist
<$5M
1-10
Private
-
2009
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Potomac Consulting Group Tech Stack

A closer look at the technologies used by Potomac Consulting Group

Potomac Consulting Group News & Media

  • Potomac Surpasses $2 Billion on the Heels of New Distribution and Business Evolution

    MIAMI--(BUSINESS WIRE)--Potomac, an Investment Strategist, TAMP, and FinTech provider is pleased to announce it has passed a key milestone by crossing the $2 billion threshold. This comes as the business has made a significant decision in its planned software rollout. Potomac’s growth has been supercharged by the continuing integration of their tactical investment strategies among Broker Dealers and TAMPs, most notably their addition to platforms such as LPL MWP, Cambridge CAAP, and GeoWealth.
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Frequently Asked Questions Regarding Potomac Consulting Group

What is Potomac Consulting Group's official website?
Potomac Consulting Group's official website is www.potomac.com
What is Potomac Consulting Group's Revenue?
Potomac Consulting Group's revenue is <$5 Million
What is Potomac Consulting Group's SIC code?
Potomac Consulting Group's SIC: 62,628
What is Potomac Consulting Group's NAICS code?
Potomac Consulting Group's NAICS: 52,523
How many employees does Potomac Consulting Group have?
Potomac Consulting Group has 1-10 employees
What industry does Potomac Consulting Group belong to?
Potomac Consulting Group is in the industry of: Finance, Securities Trading
What is Potomac Consulting Group competition?
Potomac Consulting Group top competitors include: Max 1 Technology, Bay Area Networking, Thirtyseven4, West Houston Computer
What technology does Potomac Consulting Group use?
Some of the popular technologies that Potomac Consulting Group uses are: Microsoft SharePoint, Microsoft Azure, HubSpot, Microsoft Azure Active Directory
How do I contact Potomac Consulting Group?
Potomac Consulting Group contact info: Phone number: (703) 243-9039 Website: www.potomac.com
What does Potomac Consulting Group do?

Potomac Fund Management, Inc. specializes in providing investment strategies and tactical management solutions for financial advisors, focusing on risk reduction and a disciplined, data-driven approach. The company aims to deliver a differentiated investing experience that prioritizes consistency over emotional decision-making. With over $3 billion... in assets under management, Potomac combines institutional-grade expertise with a quantitative process designed to conquer risk. Headquartered in Bethesda, MD, Potomac is committed to helping advisors scale their practices without compromising on returns.Read More

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

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