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POTOMAC FUND MANAGEMENT
777 Brickell Ave.
Suite #500-9455
Miami, Florida 33131
Tel: (305) 824-2702
About POTOMAC FUND MANAGEMENT
POTOMAC FUND MANAGEMENT, formally registered with the SEC as POTOMAC FUND MANAGEMENT. The firm was established in 02/04/1988. They have over 1 offices throughout the country.
POTOMAC FUND MANAGEMENT is a Miami, Florida based Financial Planning firm with nearly $1,393,170,206 assets under management, offering retirement planning & investment advisory services to 2289 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105413 |
| SEC# | 801-31311 |
| Assets Managed by Firm | $1,393,170,206 |
| No. of Clients | 2289 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2289 | $1,393,170,206 |
| Individuals (other than high net worth individuals) | 1305 | $95,561,627 |
| High net worth individuals | 48 | $27,535,453 |
| Corporations or other businesses | 1 | $12,911 |
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