Potomac Fund Management

Potomac Fund Management (CRD# 105413) is a financial advisory firm headquartered in Easton, MD. They manage $163,039,655 in 1,793 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    1,793
    ACCOUNTS
  • Average Account Value
    $90,931
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Potomac Fund Management
Showing 1 - 5 of 5 top financial advisors.
1
Mark J. Palamaras
CRD#: 2165182
21 N. Hanson St. Suite 203, Easton, MD 21601
96
Wealthminder
score

Mark Palamaras (CRD# 2165182) is an Investment Advisor Representative working at Potomac Fund Management in Easton, MD and has over 26 years of experience in the finance industry. Mark Palamaras has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey S. Goodnow
CRD#: 2658065
Olathe, KS
93
Wealthminder
score

Jeffrey Goodnow (CRD# 2658065) is an Investment Advisor Representative working at Potomac Fund Management in Olathe, KS and has over 20 years of experience in the finance industry.

3
Manish K. Khatta
CRD#: 4563404
5 E. Dover St., Suite 301, Easton, MD 21601
93
Wealthminder
score

Manish Khatta (CRD# 4563404) is an Investment Advisor Representative working at Potomac Fund Management in Easton, MD and has over 15 years of experience in the finance industry.

4
Vainius B. Gleveckas
CRD#: 4336635
2208 Oak St., Virginia Beach, VA 23451
90
Wealthminder
score

Vainius Gleveckas (CRD# 4336635) is an Investment Advisor Representative working at Potomac Fund Management in Virginia Beach, VA and has over 4 years of experience in the finance industry.

5
Jennifer G. Burton
CRD#: 6755112
5 E. Dover St., Suite 301, Easton, MD 21601
87
Wealthminder
score

Jennifer Burton (CRD# 6755112) is an Investment Advisor Representative working at Potomac Fund Management in Easton, MD and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.