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Sarah Shelton Macallister

RINCON PACIFIC MANAGEMENT INC·MISSION VIEJO, California
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27401 LOS ALTOS SUITE 270, MISSION VIEJO, CA 92691CRD# 1189744Firm CRD# 108126
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About

Sarah Shelton Macallister 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# 1189744
Firm CRD# 108126
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah Shelton Macallister offer?
Sarah Shelton Macallister specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MISSION VIEJO, California for a consultation.
What are Sarah Shelton Macallister's credentials?
Sarah Shelton Macallister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Shelton Macallister located?
Sarah Shelton Macallister 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 Sarah Shelton Macallister charge for services?
Sarah Shelton Macallister'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 INCCraig Finch Cooper — 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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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