Potomac Fund Management

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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.

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Firm Information


Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 12
Percentage of Advisors Trusted 60%
Minimum Investment $50,000
Average Client Balance $161,733
Total AUM $136.2 million
Advisor / Client Ratio 1:211
Headquarters Miami, FL
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

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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