Unclaimed Profile

Craig Finch Cooper

RINCON PACIFIC MANAGEMENT INC·MISSION VIEJO, California

Clean recordRINCON PACIFIC MANAGEMENT INC

27401 LOS ALTOS SUITE 270, MISSION VIEJO, CA 92691CRD# 53483Firm CRD# 108126

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Finch Cooper · MISSION VIEJO, CA

Registration

CRD #53483 · RINCON PACIFIC MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Craig Finch Cooper is a registered financial advisor based in MISSION VIEJO, California, affiliated with RINCON PACIFIC MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RINCON PACIFIC MANAGEMENT INC

SB WEALTH

AUM

$221M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RINCON PACIFIC MANAGEMENT INC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 53483

Firm CRD# 108126

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Finch Cooper offer?

Craig Finch Cooper specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MISSION VIEJO, California for a consultation.

What are Craig Finch Cooper's credentials?

Craig Finch Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Finch Cooper located?

Craig Finch Cooper is based in MISSION VIEJO, California, working with RINCON PACIFIC MANAGEMENT INC. Their office serves clients in the MISSION VIEJO metropolitan area and surrounding communities.

How does Craig Finch Cooper charge for services?

Craig Finch Cooper's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RINCON PACIFIC MANAGEMENT INC?

RINCON PACIFIC MANAGEMENT INC has approximately 4 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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