Emilio
Estrada

Potomac Fund Management

CRD#7201673
Investment Advisor
in Miami, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Emilio Estrada is a financial advisor based in Miami, Florida, working with Potomac Fund Management. Emilio has previously held positions at Longboard Asset Management, Lp, Quantumvest, Crown Wealth Strategies, Robert Half, Northwestern Mutual, Estrada And Associates Insurance, Tropicana Homes, Coronado High School, Lincoln Middle School, Arizona State University, Texas Tech University, and Potomac Fund Management. Emilio has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Emilio is part of Potomac Fund Management, which operates out of Miami, Florida. The firm has 24 employees and manages assets totaling $1.4 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, and publication of newsletters. The fee structure at Potomac Fund Management includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

777 Brickell Ave. Suite #500-9455
Miami, FL 33131

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Potomac Fund Management Brokerage Details

Total Assets Under Management

$1,393,170,206

FL Average: $1,855,561,029
Total Number of Employees

24

FL Average: 62
Total Number of Accounts

2,289

FL Average: 2,474
Average Account Size

$608,637

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters

Emilio Estrada Work History

2023 - Present (1 year)

Potomac Fund Management

2021 - 2023 (2 years)

Longboard Asset Management, Lp

2020 - 2021 (1 year)

Quantumvest

2020 - 2020 (< 1 year)

Crown Wealth Strategies

2020 - 2020 (< 1 year)

Robert Half

2019 - 2020 (1 year)

Northwestern Mutual

2019 - 2019 (< 1 year)

Estrada And Associates Insurance

2019 - 2019 (< 1 year)

Arizona State Unversity

2018 - 2019 (1 year)

Tropicana Homes

2017 - 2019 (2 years)

Texas Tech University

2014 - 2017 (3 years)

Coronado High School

2011 - 2014 (3 years)

Lincoln Middle School

Disclosures

Please visit the SEC profile of Emilio Estrada to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Potomac Fund Management

Wes Mccrimmon
Miami, FL
Jonathon Lovingood
Miami, FL
Linwood Reynolds
Salem, VA
Michael Rogers
Texarkana, TX
Jonathan Fecko
Miami, FL
Jon Ferraiolo
Miami, FL
Kolby White
Henrico, VA
Emilio Estrada
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started