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Steven Francis Petcovic

THE WEALTH ENHANCEMENT GROUP, INC.·ALPHARETTA, Georgia
Unclaimed Profile
1075 POWERS PLACE, ALPHARETTA, GA 30009CRD# 4397453Firm CRD# 126060
01

About

Steven Francis Petcovic is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with THE WEALTH ENHANCEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE WEALTH ENHANCEMENT GROUP, INC.
THE WEALTH ENHANCEMENT GROUP, INC.
AUM
$336M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THE WEALTH ENHANCEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4397453
Firm CRD# 126060
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Francis Petcovic offer?
Steven Francis Petcovic specializes in Financial Planning, Investment Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Steven Francis Petcovic's credentials?
Steven Francis Petcovic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Francis Petcovic located?
Steven Francis Petcovic is based in ALPHARETTA, Georgia, working with THE WEALTH ENHANCEMENT GROUP, INC.. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Steven Francis Petcovic charge for services?
Steven Francis Petcovic's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WEALTH ENHANCEMENT GROUP, INC.?
THE WEALTH ENHANCEMENT GROUP, INC. has approximately 3 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE WEALTH ENHANCEMENT GROUP, INC.

Michael Scott Ross
ALPHARETTA, GA

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Research
Advisor Fees in GeorgiaNational Fee Analysis
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