CONCINNUS FINANCIAL, INC

CONCINNUS FINANCIAL, INC is an SEC-registered investment adviser (CRD 218515). Regulatory assets under management: $30.5M.

Registration

• CRD: 218515
• Type: Registered investment adviser
• Phone: 208-773-5343
• Latest filing: 2026-01-28
• Regulatory AUM: $30.5M
• Discretionary AUM: $30.5M
• Clients: 2
• Accounts: 158

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 218515 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search