Overview
Assets Under Management: $136 million
Headquarters: MISSION VIEJO, CA
High-Net-Worth Clients: 47
Average Client Assets: $1.6 million
Frequently Asked Questions
RINCON PACIFIC MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108126), RINCON PACIFIC MANAGEMENT INC is subject to fiduciary duty under federal law.
RINCON PACIFIC MANAGEMENT INC is headquartered in MISSION VIEJO, CA.
RINCON PACIFIC MANAGEMENT INC serves 47 high-net-worth clients according to their SEC filing dated July 31, 2018. View client details ↓
According to their SEC Form ADV, RINCON PACIFIC MANAGEMENT INC offers portfolio management for individuals. View all service details ↓
RINCON PACIFIC MANAGEMENT INC manages $136 million in client assets according to their SEC filing dated July 31, 2018.
According to their SEC Form ADV, RINCON PACIFIC MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.23%
Average Client Assets: $1.6 million
Total Client Accounts: 201
Discretionary Accounts: 201
Regulatory Filings
CRD Number: 108126
Filing ID: 1232360
Last Filing Date: 2018-07-31 15:44:00