Unclaimed Profile

Manish Kumar Khatta

POTOMAC FUND MANAGEMENT INC·MIAMI, Florida

Series 65Clean record24 years registeredPOTOMAC FUND MANAGEMENT INC

777 BRICKELL AVE., MIAMI, FL 33131CRD# 4563404Firm CRD# 105413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Manish Kumar Khatta · MIAMI, FL

Registration

CRD #4563404 · POTOMAC FUND MANAGEMENT INC · 24 years registered

Brand Profile

Not yet started

Career History

POTOMAC

Jul 2002 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 26, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POTOMAC FUND MANAGEMENT INC

CRD 105413 · SEC 801-31311

AUM

$1.4B

Regulatory assets under management

Employees

2,289 client accounts

Services offered by POTOMAC FUND MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at POTOMAC FUND MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Manish Kumar Khatta offer?

Manish Kumar Khatta specializes in Investment Management. Contact their office in MIAMI, Florida for a consultation.

What are Manish Kumar Khatta's credentials?

Manish Kumar Khatta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Manish Kumar Khatta located?

Manish Kumar Khatta is based in MIAMI, Florida, working with POTOMAC FUND MANAGEMENT INC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Manish Kumar Khatta charge for services?

Manish Kumar Khatta's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POTOMAC FUND MANAGEMENT INC?

POTOMAC FUND MANAGEMENT INC has approximately 24 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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