Potomac Fund Management
Potomac Fund Management (CRD# 105413) is a financial advisory firm headquartered in Miami, FL. They manage $1,393,170,206 in 2,289 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management1,393MILLION
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Total Number of Accounts2,289ACCOUNTS
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Average Account Value$608,637
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, NC, NE, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA
Jennifer Burton (CRD# 6755112) is an Investment Advisor Representative working at Potomac Fund Management in Miami, FL and has over 6 years of experience in the finance industry.
Jeffrey Goodnow (CRD# 2658065) is an Investment Advisor Representative working at Potomac Fund Management in Hot Springs Village, AR and has over 26 years of experience in the finance industry.
Kaitlyn Humphries (CRD# 6917006) is an Investment Advisor Representative working at Potomac Fund Management in Miami, FL and has over 5 years of experience in the finance industry.
Manish Khatta (CRD# 4563404) is an Investment Advisor Representative working at Potomac Fund Management in Miami, FL and has over 21 years of experience in the finance industry.
Jonathan Fecko (CRD# 6685248) is an Investment Advisor Representative working at Potomac Fund Management in Miami, FL and has over 7 years of experience in the finance industry.
Jonathon Lovingood (CRD# 7872530) is an Investment Advisor Representative working at Potomac Fund Management in Miami, FL and has 1 year of experience in the finance industry.
Daniel Russo (CRD# 4308375) is an Investment Advisor Representative working at Potomac Fund Management in Manhasset, NY and has over 16 years of experience in the finance industry.
Chase Smith (CRD# 6755241) is an Investment Advisor Representative working at Potomac Fund Management in Miami, FL and has over 2 years of experience in the finance industry.
Kolby White (CRD# 6679447) is an Investment Advisor Representative working at Potomac Fund Management in Henrico, VA and has over 7 years of experience in the finance industry.