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Anthony Joel Gonzales

Potomac Fund Management

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About Anthony Joel Gonzales

Anthony Gonzales is a financial professional with over two decades of experience in the industry. Anthony has worked with a variety of firms, including Brinker Capital Securities, LLC, G.F. Investment Services, LLC, and AssetMark Brokerage, LLC. Anthony currently works as a financial advisor at Potomac Fund Management, which focuses on providing investment advisory services to individuals, investment companies, and other businesses.

Firm Information

Anthony Gonzales is currently registered with Potomac Fund Management. Potomac Fund Management is an investment advisor based in MIAMI, FL. The firm provides portfolio management for individuals, investment companies, and publishes periodicals. Potomac Fund Management manages $1.39 billion in assets for 2,289 clients.
Potomac Fund Management

777 BRICKELL AVE.

MIAMI, FL 33131

$1.39B

Assets Under Management

38

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Gonzales’s Registration & Firm History

TX

06/28/2024 - Present

Potomac Fund Management (Austin TX)

PA

01/10/2018 - 06/24/2024

BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)

GA

03/30/2017 - 01/12/2018

G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)

CA

09/25/2015 - 11/17/2016

ASSETMARK BROKERAGE, LLC (CONCORD CA)

CO

01/06/2010 - 09/15/2015

CURIAN CLEARING, LLC (DENVER CO)

TN

01/06/2006 - 12/31/2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

WI

03/29/2005 - 12/31/2005

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

MA

05/06/2002 - 02/03/2003

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

NJ

01/31/2001 - 05/08/2002

FIRST INVESTORS CORPORATION (EDISON NJ)

TX

07/31/2000 - 01/22/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 05/12/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Joel Gonzales.
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