PETROVIC FINANCIAL SOLUTIONS LLC

PETROVIC FINANCIAL SOLUTIONS LLC of PRAIRIE VILLAGE, KS is an SEC-registered investment adviser (CRD 273039). Regulatory assets under management: $203.5M.

Registration

• CRD: 273039
• SEC file number: 801-101526
• Type: Registered investment adviser
• Location: 4200 SOMERSET DRIVE, SUITE 217, PRAIRIE VILLAGE, KS, 66208-5249
• Phone: 913-385-5523
• Latest filing: 2025-03-31
• Regulatory AUM: $203.5M
• Discretionary AUM: $194.2M
• Non-discretionary AUM: $9.3M
• Clients: 3
• Accounts: 493

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 273039 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search