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Richard Matthew Paul

POTOMAC FUND MANAGEMENT INC·EASTON, Maryland
Series 2, Series 3, Series 63, Series 65Clean record22 years registeredPOTOMAC FUND MANAGEMENT INC
21 N. HANSON ST, EASTON, MD 21601CRD# 1603141Firm CRD# 105413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Matthew Paul · EASTON, MD
Registration
CRD #1603141 · POTOMAC FUND MANAGEMENT INC · 22 years registered
Brand Profile
Not yet started
01

Career History

POTOMAC ADVISORS, INC.
Apr 2006 – present
POTOMAC FUND MANAGEMENT
Feb 2004 – Sep 2012
EASTON, MD
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 3
Series 63
Series 65
Registration record
First registered · February 27, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
POTOMAC FUND MANAGEMENT INC
CRD 105413 · SEC 801-31311
AUM
$1.4B
Regulatory assets under management
Employees
24
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 →
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05

Frequently Asked Questions

What services does Richard Matthew Paul offer?
Richard Matthew Paul specializes in Investment Management. Contact their office in EASTON, Maryland for a consultation.
What are Richard Matthew Paul's credentials?
Richard Matthew Paul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Matthew Paul located?
Richard Matthew Paul is based in EASTON, Maryland, working with POTOMAC FUND MANAGEMENT INC. Their office serves clients in the EASTON metropolitan area and surrounding communities.
How does Richard Matthew Paul charge for services?
Richard Matthew Paul'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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Other Advisors at POTOMAC FUND MANAGEMENT INC

Mark James Palamaras
EASTON, MD
Jeffrey Scott Goodnow
MIAMI, FL
Manish Kumar Khatta
MIAMI, FL
Jennifer Gilliece Burton
MIAMI, FL

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