Mark
Petrie
Aspiriant, LLC
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About this Advisor
Mark Petrie is a financial advisor based in San Diego, California, working with Aspiriant, LLC. Mark has previously held positions at Aspiriant LLC and Hokanson Associates. Mark has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Mark is part of Aspiriant, LLC, which operates out of San Diego, California. The firm has 9 offices and 204 employees. The firm manages assets totaling $14.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Aspiriant, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aspiriant, LLC Brokerage Details
$14,831,440,000
204
11,103
$1,335,805
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Petrie Work History
Aspiriant LLC
Aspiriant LLC
Hokanson Associates
Disclosures
Please visit the SEC profile of Mark Petrie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aspiriant, LLC
San Diego, CA
Waukesha, WI
Los Angeles, CA
Los Angeles, CA
San Francisco, CA
Los Angeles, CA
Los Angeles, CA
Mountain View, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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