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Michael Mogavero

Potomac Fund Management

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About Michael Mogavero

Michael Mogavero is an investment advisor representative at Potomac Fund Management. Michael has been in the industry since August 2014 and has a Series 65 and Series 66 license. Michael specializes in providing portfolio management for individuals and investment companies. Michael has experience working with a variety of clients, including high-net-worth individuals, corporations, and investment companies.

Firm Information

Michael Mogavero 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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Michael Mogavero’s Registration & Firm History

NJ

10/11/2024 - Present

Potomac Fund Management (Moorestown NJ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Mogavero.
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