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Brian Eric Garrette

Potomac Fund Management

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About Brian Eric Garrette

Brian Garrette is an investment advisor representative associated with Potomac Fund Management, located in MIAMI, FL. Brian Garrette has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination and has 25 years of experience in the financial industry. Brian Garrette specializes in portfolio management for individuals, portfolio management for investment companies and publication of periodicals. The firm's advisory services include financial planning, portfolio management for individuals, portfolio management for investment companies, and publication of periodicals.

Firm Information

Brian Garrette 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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Brian Garrette’s Registration & Firm History

FL

01/06/2025 - Present

Potomac Fund Management (MIAMI FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Eric Garrette.
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