AdvisorOS Directory
Claim Profile
MK

Manish Kumar Khatta

POTOMAC FUND MANAGEMENT INC·MIAMI, Florida
Unclaimed Profile
777 BRICKELL AVE., MIAMI, FL 33131CRD# 4563404Firm CRD# 105413
01

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.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
POTOMAC FUND MANAGEMENT INC
POTOMAC FUND MANAGEMENT
AUM
$1.4B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at POTOMAC FUND MANAGEMENT INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Market timing services
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 4563404
Firm CRD# 105413
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MIAMI
Edwin Andres Fermin — EFG ASSET MANAGEMENT (AMERICAS) CORP.Lansing Alden Davis — ACCIAL CAPITAL MANAGEMENT LLCJames Richard Malone — BOYNE CAPITAL ADVISORS, LLCKharen A Musaelian — DUALITY ADVISERS, LPMarcelo A Alvarez — EFG CAPITAL ADVISORS LLC
Nearby cities in Florida
TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile