RINCON PACIFIC MANAGEMENT INC

SB WEALTH
SAN CLEMENTE, California·2 registered advisors·CRD# 108126
SEC# 801-1132780949-766-5026
01

Firm Overview

AUM
$221M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at RINCON PACIFIC MANAGEMENT INC

2 registered advisors
Craig Finch Cooper
MISSION VIEJO, California
Sarah Shelton Macallister
MISSION VIEJO, California
05

Office Locations

MISSION VIEJO, California
2 advisors

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Data sourced from SEC Form ADV filings. RINCON PACIFIC MANAGEMENT INC (CRD# 108126) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.