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CRD#: 104239

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for PETKEVICH & PARTNERS, LLC Comes From

Understanding the Statistics for PETKEVICH & PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Registered
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Established
California since 05/26/2000
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
THE PETKEVICH GROUP, LLCOWNER
PETKEVICH, JOHN MISHACEO, CHIEF COMPLIANCE OFFICER1242082
WILLIAMS, JAMES HOUSTON IIFINOP1482414

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Advisor's working at PETKEVICH & PARTNERS, LLC

Mahmood Baifonti Kanu
AdvisorCheck Check Mark

Mahmood Baifonti Kanu

RR
CRD#: 8204543
Location:
Washington, DC 20004

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
1 year
Ryan Christopher Perry
AdvisorCheck Check Mark

Ryan Christopher Perry

Ryan C Perry
IAR
CRD#: 4248079
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Ontario, CA 91764

Registered Affiliation(s):FALCON WEALTH PLANNING, INC.

Disclosures:
Experience:
25 years
Ronald William Guay
AdvisorCheck Check Mark

Ronald William Guay

Ronald Guay
IAR
CRD#: 6746496
CFP®: Certified Financial Planner
Location:
San Jose, CA 95131

Registered Affiliation(s):FALCON WEALTH PLANNING, INC.

Disclosures:
Experience:
9 years
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