PETROVIC FINANCIAL SERVICES

4200 Somerset Drive
Suite 217
Prairie Village, Kansas 66208-5249
Tel: 913-385-5523

About PETROVIC FINANCIAL SERVICES

PETROVIC FINANCIAL SERVICES, formally registered with the SEC as PETROVIC FINANCIAL SERVICES. The firm was established in 07/16/2015. They have over 1 offices throughout the country.

PETROVIC FINANCIAL SERVICES is a Prairie Village, Kansas based Financial Planning firm with nearly $184,734,181 assets under management, offering retirement planning & investment advisory services to 519 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	273039
SEC#	801-101526
Assets Managed by Firm	$184,734,181
No. of Clients	519
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	519	$184,734,181
Individuals (other than high net worth individuals)	107	$45,677,378
High net worth individuals	58	$130,823,062
Charitable organizations	Fewer than 5 clients	$6,082,826

More Retirement Planning firms in Prairie Village, Kansas:

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ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

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