Concinnus Financial, Inc.

Concinnus Financial, Inc. (CRD# 218515) is a financial advisory firm headquartered in , . They manage $24,000,000 in 204 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $117,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, ID, WA

Financial Advisors at Concinnus Financial, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Nicholas D. Rossolillo
CRD#: 5381493
Post Falls, ID

Nicholas Rossolillo (CRD# 5381493) is an Investment Advisor Representative working at Concinnus Financial, Inc. in Post Falls, ID and has over 11 years of experience in the finance industry.

2
Eric J. Martin
CRD#: 7120716
Post Falls, ID

Eric Martin (CRD# 7120716) is an Investment Advisor Representative working at Concinnus Financial, Inc. in Post Falls, ID and has over 4 years of experience in the finance industry.

3
Molly H. Martin
CRD#: 7211898
Post Falls, ID

Molly Martin (CRD# 7211898) is an Investment Advisor Representative working at Concinnus Financial, Inc. in Post Falls, ID and has over 4 years of experience in the finance industry.

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