Emilio
Estrada
Potomac Fund Management
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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
Services Offered
Fee Structure
Office Location
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Potomac Fund Management Brokerage Details
$1,393,170,206
24
2,289
$608,637
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
Potomac Fund Management
Longboard Asset Management, Lp
Quantumvest
Crown Wealth Strategies
Robert Half
Northwestern Mutual
Estrada And Associates Insurance
Arizona State Unversity
Tropicana Homes
Texas Tech University
Coronado High School
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
Miami, FL
Salem, VA
Miami, FL
Miami, FL
Texarkana, TX
Henrico, VA
Miami, FL
Manhasset, NY
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