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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail
- Platforms
- Vertex optimaPathway fusion +more
- Established Date
- 06-23-2015
- Office Locations
- 1
Office Locations
About Concinnus Financial, INC
Concinnus Financial is a fee-only RIA based in Post Falls, Idaho, serving individuals, families, and small businesses across ID/WA/AZ. The firm provides personalized investment management, financial planning, retirement plan setup, and integrated tax and accounting support, including outsourced CFO help for business owners. Its process emphasizes a global, technology-enabled approach with proactive, actionable client communication; custody includes Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Eric Jay Martin
Chief Compliance Officer, Investment Advisor, President
- CRD
- #7120716
- Ownership
- 50% but less than 75%
Molly Helene Martin
Director, INVESTMENT ADVISOR REPRESENTATIVE, Secretary
- CRD
- #7211898
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,876,713,361 | 64.9% |
| Cash | $1,039,365,369 | 17.4% |
| Corporate - Investment Grade | $1,057,285,462 | 17.7% |
| Total | $5,973,364,192 | 100.0% |