Manish Kumar Khatta
Investment adviser representative at Potomac
24 yearsExperience
2 statesRegistered in
$3.3BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- PotomacJul 2002 to now
- Potomac Fund Management, Inc.Jan 2002 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, MD).
Potomac
Legal name: Potomac Fund Management Inc
$3.3BAssets managed
1,261Clients
25Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4563404
- Firm CRD
- 105413