PETROVIC FINANCIAL SOLUTIONS LLC
Legal name: PETROVIC FINANCIAL SERVICES
CRD #273039 SEC #801-101526 PRAIRIE VILLAGE, KS 913-385-5523
SEC Registered
Total AUM
$203.5M
Discretionary
$194.2M
Employees
3
Clients
101
Accounts
493
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $203.5M | $194.2M | $9.3M | 3 | 0 |
| Mar 2024 | $184.7M | $176.5M | $8.2M | 3 | 0 |
| Mar 2023 | $153.2M | $145.9M | $7.3M | 3 | 0 |
| May 2022 | $179.1M | $168.9M | $10.2M | 3 | 0 |
| Mar 2022 | $179.1M | $168.9M | $10.2M | 3 | 0 |
| Mar 2021 | $162.2M | $152.7M | $9.6M | 3 | 0 |
| Dec 2020 | $143.7M | $142.2M | $1.5M | 3 | 0 |
| Jun 2020 | $143.7M | $142.2M | $1.5M | 3 | 0 |
| Jun 2020 | $143.7M | $142.2M | $1.5M | 3 | 0 |
| May 2020 | $143.7M | $142.2M | $1.5M | 3 | 0 |
| Feb 2020 | $121.6M | $120.6M | $1.1M | 4 | 0 |
| Dec 2019 | $121.6M | $120.6M | $1.1M | 4 | 0 |
| Mar 2019 | $121.6M | $120.6M | $1.1M | 4 | 0 |
| Mar 2018 | $138.3M | $137.1M | $1.2M | 5 | 0 |
| Mar 2017 | $129.9M | $129M | $920.4K | 5 | 200 |
| Aug 2016 | $127.2M | $115.5M | $11.7M | 5 | 200 |
| Jun 2016 | $127.2M | $115.5M | $11.7M | 5 | 200 |
| Mar 2016 | $127.2M | $115.5M | $11.7M | 5 | 200 |
| Jan 2016 | $103.9M | $86.8M | $17.1M | 5 | 0 |
| Nov 2015 | $103.9M | $86.8M | $17.1M | 5 | 0 |
| Oct 2015 | $0 | $0 | $0 | 5 | 0 |
| Aug 2015 | $0 | $0 | $0 | 5 | 0 |
| Jul 2015 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$203.5M
Discretionary$194.2M
Non-Disc.$9.3M
Employees3
Clients0
DateMar 2024
Total AUM$184.7M
Discretionary$176.5M
Non-Disc.$8.2M
Employees3
Clients0
DateMar 2023
Total AUM$153.2M
Discretionary$145.9M
Non-Disc.$7.3M
Employees3
Clients0
DateMay 2022
Total AUM$179.1M
Discretionary$168.9M
Non-Disc.$10.2M
Employees3
Clients0
DateMar 2022
Total AUM$179.1M
Discretionary$168.9M
Non-Disc.$10.2M
Employees3
Clients0
DateMar 2021
Total AUM$162.2M
Discretionary$152.7M
Non-Disc.$9.6M
Employees3
Clients0
DateDec 2020
Total AUM$143.7M
Discretionary$142.2M
Non-Disc.$1.5M
Employees3
Clients0
DateJun 2020
Total AUM$143.7M
Discretionary$142.2M
Non-Disc.$1.5M
Employees3
Clients0
DateJun 2020
Total AUM$143.7M
Discretionary$142.2M
Non-Disc.$1.5M
Employees3
Clients0
DateMay 2020
Total AUM$143.7M
Discretionary$142.2M
Non-Disc.$1.5M
Employees3
Clients0
DateFeb 2020
Total AUM$121.6M
Discretionary$120.6M
Non-Disc.$1.1M
Employees4
Clients0
DateDec 2019
Total AUM$121.6M
Discretionary$120.6M
Non-Disc.$1.1M
Employees4
Clients0
DateMar 2019
Total AUM$121.6M
Discretionary$120.6M
Non-Disc.$1.1M
Employees4
Clients0
DateMar 2018
Total AUM$138.3M
Discretionary$137.1M
Non-Disc.$1.2M
Employees5
Clients0
DateMar 2017
Total AUM$129.9M
Discretionary$129M
Non-Disc.$920.4K
Employees5
Clients200
DateAug 2016
Total AUM$127.2M
Discretionary$115.5M
Non-Disc.$11.7M
Employees5
Clients200
DateJun 2016
Total AUM$127.2M
Discretionary$115.5M
Non-Disc.$11.7M
Employees5
Clients200
DateMar 2016
Total AUM$127.2M
Discretionary$115.5M
Non-Disc.$11.7M
Employees5
Clients200
DateJan 2016
Total AUM$103.9M
Discretionary$86.8M
Non-Disc.$17.1M
Employees5
Clients0
DateNov 2015
Total AUM$103.9M
Discretionary$86.8M
Non-Disc.$17.1M
Employees5
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0