Unclaimed Profile

Manish Kumar Khatta

POTOMAC FUND MANAGEMENT INC·MIAMI, Florida

Clean recordPOTOMAC 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Manish Kumar Khatta is a registered financial advisor based in MIAMI, Florida, affiliated with POTOMAC FUND MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

POTOMAC FUND MANAGEMENT INC

POTOMAC FUND MANAGEMENT

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at POTOMAC FUND MANAGEMENT INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Market timing services

Background

Compensation

Percentage of AUM

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 4563404

Firm CRD# 105413

View on FINRA BrokerCheck →

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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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