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Home > Retirement Planners > kansas > prairie village > PETROVIC FINANCIAL SERVICES
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 $153,183,988 assets under management, offering retirement planning & investment advisory services to 556 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 | $153,183,988 |
| No. of Clients | 556 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 556 | $153,183,988 |
| Individuals (other than high net worth individuals) | 116 | $44,905,310 |
| High net worth individuals | 48 | $101,012,611 |
| Charitable organizations | Fewer than 5 clients | $5,562,323 |
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|---|---|---|---|
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