Robin
Mitler
New Potomac Partners LLC
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About this Advisor
Robin Mitler is a financial advisor based in Rockville, Maryland, working with New Potomac Partners LLC. Robin has previously held positions at Johnston, Lemon & Co. Inc, Johnston, Lemon Asset Management Inc, and New Potomac Partners, LLC. Robin has passed the Series 66 regulatory exam and is registered to provide services in Maryland and North Carolina. Currently, Robin is part of New Potomac Partners LLC, which operates out of Rockville, Maryland. The firm has 1 office and 3 employees. The firm manages assets totaling $210.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at New Potomac Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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New Potomac Partners LLC Brokerage Details
$210,799,446
3
121
$1,742,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Robin Mitler Work History
New Potomac Partners, LLC
Johnston, Lemon & Co. Inc
Johnston, Lemon Asset Management Inc
Disclosures
Please visit the SEC profile of Robin Mitler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at New Potomac Partners LLC
Rockville, MD
Rockville, MD
Rockville, MD
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