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).

By the Numbers
  • Total Assets Under Management
    1,393
    MILLION
  • Total Number of Accounts
    2,289
    ACCOUNTS
  • Average Account Value
    $608,637
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Potomac Fund Management
Showing 1 - 10 of 10 top financial advisors.
1
Ian M. Bachtel
CRD#: 5526985
777 Brickell Ave., Suite #500-9455, Miami, FL 33131

Ian Bachtel (CRD# 5526985) is an Investment Advisor Representative working at Potomac Fund Management in Miami, FL and has over 15 years of experience in the finance industry.

2
Jennifer G. Burton
CRD#: 6755112
777 Brickell Ave., Suite #500-9455, Miami, FL 33131

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.

3
Jeffrey S. Goodnow
CRD#: 2658065
Hot Springs Village, AR

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.

4
Kaitlyn M. Humphries
CRD#: 6917006
777 Brickell Ave., Suite #500-9455, Miami, FL 33131

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.

5
Manish K. Khatta
CRD#: 4563404
777 Brickell Ave., Suite #500-9455, Miami, FL 33131

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.

6
Jonathan F. Fecko
CRD#: 6685248
777 Brickell Ave., Suite #500-9455, Miami, FL 33131

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.

7
Jonathon T. Lovingood
CRD#: 7872530
777 Brickell Ave., Suite #500-9455, Miami, FL 33131

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.

8
Daniel J. Russo
CRD#: 4308375
Manhasset, NY

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.

9
Chase D. Smith
CRD#: 6755241
777 Brickell Ave., Suite #500-9455, Miami, FL 33131

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.

10
Kolby E. White
CRD#: 6679447
Henrico, VA

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.

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