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Last updated: February 18th, 2020. Data source: SEC filings.
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Potomac Fund Management, federally registered in 1988, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 4 advisors. Potomac Fund Management manages $136.2 million and provides investment advisory services for 842 clients (1:211 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||12|
|Percentage of Advisors Trusted||60%|
|Average Client Balance||$161,733|
|Total AUM||$136.2 million|
|Advisor / Client Ratio||1:211|
|SEC Filings||View SEC IAPD CRD #105413|
|State(s) Registered||AZ, CA, CO, FL, HI, IL, IN, IA, KS, MD, MI, NE, NY, NC, OH, PA, TX, UT, WA|