Unclaimed Profile

Paige Khatta

POTOMAC FUND MANAGEMENT INC·MIAMI, Florida

Clean recordPOTOMAC FUND MANAGEMENT INC

777 BRICKELL AVE., MIAMI, FL 33131CRD# 6770447Firm CRD# 105413

Profile Verification

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

Identity

Paige Khatta · MIAMI, FL

Registration

CRD #6770447 · POTOMAC FUND MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paige 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

Speak with Paige

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paige is the right fit? Take our 2-minute quiz →

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# 6770447

Firm CRD# 105413

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paige Khatta offer?

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

What are Paige Khatta's credentials?

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

Where is Paige Khatta located?

Paige 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 Paige Khatta charge for services?

Paige 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 →