Ascentris LLC

Ascentris LLC, trading as ASCENTRIS, LLC, is a registered DE Limited Liability Company with a team comprising 16 personnel, of which 13 hold advisory positions. It provides financial advisory services to a pool of two clients, with its registration approved by the U.S. Securities and Exchange Commission since January 3, 2011.

• ASCENTRIS HOLDINGS, LLC

  MEMBER owns 75% or more

• GABE LAWRENCE FINKE

  CHIEF EXECUTIVE OFFICER owns less than 5%

• GLF ASCENTRIS HOLDINGS, LLC

  MEMBER owns more than 5% but less than 10%

• JACQUELINE CHERYL VEDRA

  CHIEF FINANCIAL OFFICER owns less than 5%

• JEFFREY ERIC STONGER

  MANAGING DIRECTOR owns less than 5%

• MARC DAVID SOICHER

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PATRICIA LEE NOBLE

  MANAGING DIRECTOR owns less than 5%

• PATRICK THOMAS KENDALL

  MANAGING DIRECTOR owns less than 5%

• ROBERT AGNEW TOOMEY

  PRESIDENT owns less than 5%

• GABE LAWRENCE FINKE

  MEMBER owns 75% or more

• GLF ASCENTRIS HOLDINGS, LLC

  MEMBER owns more than 25% but less than 50%

• RAT HOLDINGS LLC

  MEMBER owns more than 25% but less than 50%

• ROBERT AGNEW TOOMEY

  MANAGING MEMBER owns 75% or more

• Institute FOR Wealth Management LLC
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• Cardan Capital Partners LLC
• Cetera Advisors LLC
• CDKV Holdings LLC
• Revelstoke Capital Management LLC
• Mount Yale Investment Advisors LLC
• Northwood Investors LLC
• HELM Investment Management LLC
• Wealth Management Consultants Inc