← Back to searchVisit website
POTOMAC
POTOMAC FUND MANAGEMENT INC
CRD 105413 · SEC 801-31311
7373 WISCONSIN AVE., SUITE #750, BETHESDA, MD, 20814, United States
Phone
(301) 901-3466
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.28B
Discretionary AUM
$3.28B
Team
36 total employees; 27 advisory reps; 34 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1137 | $88.0M |
| High net worth individuals | 120 | $88.9M |
| Investment companies | 4 | $3.10B |
States served
AZ, AR, CA, CO, IL, IN, IA, KS, MD, MA, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OR, PA, TN, UT, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD