Roncancio Wealth Management, Inc.
Roncancio Wealth Management, Inc. (CRD# 171780) is a financial advisory firm headquartered in Phoenix, AZ. They manage $12,100,000 in 85 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$142,353
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, TX
Taylor Roncancio (CRD# 6000081) is an Investment Advisor Representative working at Roncancio Wealth Management, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.
Nicholas Routzahn (CRD# 6436161) is an Investment Advisor Representative working at Roncancio Wealth Management, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.