Who founded Troncoso Group?

Troncoso Group was founded by John Troncoso in 2024.

How much funding has Troncoso Group raised?

Troncoso Group has disclosed $1M raised across 1 round.

Where is Troncoso Group headquartered?

Troncoso Group is headquartered in Belleair, US.

Troncoso Group

Belleair, US · Founded 2024 · Florida LLC

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The Troncoso Group is a wealth management practice offering portfolio management, financial planning, tax minimization, estate planning, and insurance advisory to high-net-worth clients including business owners, medical professionals, federal employees, and retirees. Part of Florida-based Jaffe Tilchin Wealth Management, it is based in Tampa and serves clients across the United States.

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Founders & leadership

Troncoso Group was founded in 2024 by John Troncoso.

John TroncosoFinancial Advisor (CFP, CRPC, CPWA)

Reported raises · per SEC filings

Form D private placements

$1M disclosed across 1 round · 2024

▶$1MraisedJul 2024 · 2 investors · Other

Rule 506(b)

Officers, directors & promoters on the filing

John TroncosoExecutive Officer

Offering amount: $20M
Amount sold: $1M
Minimum investment: $500K
First sale: Jun 2024
Incorporated: Limited Liability Company, Florida, 2024
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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In the news

Why Choose Troncoso Group | Wealth Management Tampatroncosogroup.com · May 2022

Frequently asked questions

What does Troncoso Group do?: The Troncoso Group is a wealth management practice offering portfolio management, financial planning, tax minimization, estate planning, and insurance advisory to high-net-worth clients including business owners, medical professionals, federal employees, and retirees. Part of Florida-based Jaffe Tilchin Wealth Management, it is based in Tampa and serves clients across the United States.
Who founded Troncoso Group?: Troncoso Group was founded by John Troncoso in 2024.
How much funding has Troncoso Group raised?: Troncoso Group has disclosed $1M raised across 1 round.
Where is Troncoso Group headquartered?: Troncoso Group is headquartered in Belleair, US.