Colette
Beaumont
Potomac Fund Management
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About this Advisor
Colette Beaumont is a financial advisor based in Lisle, Illinois, working with Potomac Fund Management. Colette has previously held positions at First Trust Portfolios L.P, Millennium Trust Company, Assetmark Brokerage, LLC, Assetmark Financial, Inc, Oneamerica Securities, and Potomac Fund Management. Colette has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Colette is part of Potomac Fund Management, which operates out of Lisle, Illinois. The firm has 24 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and the 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
Colette Beaumont Work History
Potomac Fund Management
Oneamerica Securities
Assetmark Brokerage, LLC
Assetmark Financial, Inc
Millennium Trust Company
First Trust Portfolios L.P
Disclosures
Please visit the SEC profile of Colette Beaumont to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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