Concinnity Financial Inc.
Concinnity Financial Inc. (CRD# 218515) is a financial advisory firm headquartered in Spokane, WA. They manage $4,500,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$52,941
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nicholas Rossolillo (CRD# 5381493) is an Investment Advisor Representative working at Concinnity Financial Inc. in Spokane, WA and has over 4 years of experience in the finance industry.
Stephen Ertel (CRD# 6553056) is an Investment Advisor Representative working at Concinnity Financial Inc. in Spokane, WA and has 1 year of experience in the finance industry.