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Craig Finch Cooper

RINCON PACIFIC MANAGEMENT INC·MISSION VIEJO, California
Unclaimed Profile
27401 LOS ALTOS SUITE 270, MISSION VIEJO, CA 92691CRD# 53483Firm CRD# 108126
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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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
RINCON PACIFIC MANAGEMENT INC
SB WEALTH
AUM
$221M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at RINCON PACIFIC MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 53483
Firm CRD# 108126
No disclosures on file
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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Other advisors in MISSION VIEJO
Matthew Scott Merwin — FINANCIAL MANAGEMENT NETWORK INCKathy Jane Merwin — FINANCIAL MANAGEMENT NETWORK INCSarah Shelton Macallister — RINCON PACIFIC MANAGEMENT INCScott Douglas Walker — WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITSWarren Boyd Isenberg — WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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