RINCON PACIFIC MANAGEMENT INC
Legal name: SB WEALTH
CRD #108126 SEC #801-113278 SAN CLEMENTE, CA 949-766-5026
SEC Registered
Total AUM
$221M
Discretionary
$221M
Employees
4
Clients
0
Accounts
476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $221M | $221M | $0 | 4 | 0 |
| Mar 2021 | $177.9M | $177.9M | $0 | 3 | 0 |
| Jun 2020 | $153.4M | $153.4M | $0 | 3 | 0 |
| Feb 2020 | $153.4M | $153.4M | $0 | 3 | 0 |
| Apr 2019 | $130.5M | $130.5M | $0 | 4 | 0 |
| Feb 2019 | $130.5M | $130.5M | $0 | 4 | 0 |
| Jul 2018 | $135.8M | $135.8M | $0 | 6 | 0 |
| Apr 2018 | $135.8M | $135.8M | $0 | 6 | 0 |
| Oct 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| Oct 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| Oct 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| Oct 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| Oct 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| Oct 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| Aug 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| Jun 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| May 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| Feb 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| Feb 2012 | $29.9M | $29.9M | $0 | 1 | 200 |
| Nov 2011 | $28.9M | $28.9M | $0 | 1 | 200 |
| Mar 2011 | $31.1M | $31.1M | $0 | 5 | -- |
| Feb 2011 | $31.1M | $31.1M | $0 | 5 | -- |
| Mar 2010 | $36.8M | $36.8M | $0 | 5 | -- |
| Feb 2009 | $40.2M | $40.2M | $0 | 5 | -- |
| Mar 2007 | $61.5M | $61.5M | $0 | 5 | -- |
| Nov 2006 | $57.2M | $57.2M | $0 | 5 | -- |
| Mar 2006 | $57.2M | $57.2M | $0 | 5 | -- |
| Apr 2002 | $59.7M | $59.7M | $0 | 5 | -- |
| Sep 2001 | $59.7M | $59.7M | $0 | 5 | -- |
DateMar 2022
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$177.9M
Discretionary$177.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateOct 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateOct 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateOct 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateOct 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateOct 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateAug 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients200
DateNov 2011
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$57.2M
Discretionary$57.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$57.2M
Discretionary$57.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees5
Clients--