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POTOMAC

POTOMAC FUND MANAGEMENT INC

CRD 105413 · SEC 801-31311

Visit website

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

TypeClientsAUM
Individuals1137$88.0M
High net worth individuals120$88.9M
Investment companies4$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