Concinnus Financial Company Profile, Contacts & Intelligence

Investment ManagementSpokane, Washington, United States2 employeesFounded 2014
1 contact with email or phone data1 with email data
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Employees
2
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 2 visible contacts
Departments
1
Mapped contact coverage

Concinnus Financial Overview

Concinnus Financial is a Registered Investment Advisor focusing on personalized investment portfolio management and holistic financial planning. We are a fee-only advisor; we do not work off of commission or have any sales agreements with any other financial institution. Concinnus Financial only gets paid by our clients, which helps limit conflicts of interest and allows us to work in a fiduciary capacity. Our investment management services are designed to be customizable to individual situations and needs. Working either as a consultant or portfolio manager to individuals and businesses, we build out an investment strategy that best fits a clients particular needs. Our investment style is an actively managed tactical approach that incorporates economic, fundamental, and technical analysis.

Headquarters
Spokane, Washington, United States
Website
concinnityfinancial.com
Industry
Investment Management
Founded
2014
NAICS
Other Financial Investment Activities, Portfolio Management
are designed to be customizable to individual situations and needs. Working either as a consultant or portfolio manager to individuals and businesses

Concinnus Financial Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using Concinnus Financial's company email domain.
Executive
1

Concinnus Financial People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

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Eric Martin
Investment Advisor Representative at Concinnus Financial
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Nicholas Rossolillo
Founder of Concinnus Financial, Investment Portfolio Manager, Host of Chip Stock Investor Show on YouTube, and Small Biz Tub-thumper.
E

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