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Potomac Fund Management Inc

● SEC registered since 1988CRD 105413SEC# 801-31311Bethesda, MD
Export (members)
Reg. AUM
$2.41B
Employees
33
Accounts
2,573
Location
Bethesda, MD

Potomac Fund Management Inc assets under management

Potomac Fund Management Inc is an investment advisory firm registered with the SEC based in Bethesda, MD. The firm has been registered since 1988. It reports $2.4 billion in regulatory assets under management and employs 33 people.
www.linkedin.com/company/potomacofficialView on SEC.gov ↗

Potomac Fund Management Inc owners & executives

4 reported
NameTitleOwnershipSince
Christopher Robert Norton ControlChief Marketing OfficerUnder 5%2021
Jeffrey Michael SchroppChief Compliance OfficerUnder 5%2025
Jeffrey Scott Goodnow ControlChief Growth Officer10-25%2017
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Frequently asked questions

How much does Potomac Fund Management Inc manage?

Potomac Fund Management Inc reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Potomac Fund Management Inc have?

Potomac Fund Management Inc reports 33 employees.

Where is Potomac Fund Management Inc located?

Potomac Fund Management Inc is based in Bethesda, MD and has been SEC-registered since 1988.

Does Potomac Fund Management Inc disclose fund performance?

Potomac Fund Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7373 Wisconsin Ave., Suite #750, Bethesda, MD 20814
Phone(301) 901-3466
Office hours8:00 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK826000
Discloses disciplinary historyNo

Assets under management

Discretionary$2.41B
Non-discretionary$0
Total (RAUM)$2.41B