Potomac Fund Management

Potomac Fund Management (CRD# 105413) is a financial advisory firm headquartered in Easton, MD. They manage $196,482,867 in 2,087 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    2,087
    ACCOUNTS
  • Average Account Value
    $94,146
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, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Potomac Fund Management
Showing 1 - 4 of 4 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 25 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 19 years of experience in the finance industry.

3
Manish K. Khatta
CRD#: 4563404
21 N. Hanson St, Suite 203, 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 14 years of experience in the finance industry.

4
Vainius B. Gleveckas
CRD#: 4336635
2208 Oak St., Virginia Beach, VA 23451
89
Wealthminder
score

Vainius Gleveckas (CRD# 4336635) is an Investment Advisor Representative working at Potomac Fund Management in Virginia Beach, VA and has over 2 years of experience in the finance industry.

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