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PETROVIC FINANCIAL SOLUTIONS LLC

UUID1fbfe2dc-511e-5b25-bce5-8eeccb668581
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 273039 273039 1.0
sec_file_number 801-101526 801-101526

Profile

Websitehttp://www.petrovicfinancial.com
HQ CityPRAIRIE VILLAGE
HQ StateKS
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • PETROVIC FINANCIAL SERVICES adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)203,505,075.0
  • RAUM (discretionary)194,195,794.0
  • Actionable assets159,459,089.0
  • Accounts493.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM6,523,270.0
  • HNW AUM152,935,819.0

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.