Mark Douglas Petrie

Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.

Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA.

Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA.

Founded in 1987, Hokanson Associates is a registered investment advisor located in Solana Beach, California.

Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans

Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA.