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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACALLISTER, SARAH, SHELTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHUSTER, JENA, ELIZABETH | I | CHIEF OPERATING OFFICE | NA | |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| COOPER, CRAIG, FINCH | I | PRESIDENT | E | Control |
| SCHUSTER, JENA, ELIZABETH | I | CCO, COO, PRESIDENT | E | Control |
| SCHUSTER, JENA, ELIZABETH | I | CCO, COO, PRESIDENT | E | Control |
| SCHUSTER, JENA, ELIZABETH | I | CCO, COO, PRESIDENT | E | Control |
| SCHUSTER, JENA, ELIZABETH | I | CCO, COO, PRESIDENT | E | Control |
| SCHUSTER, JENA, ELIZABETH | I | CCO, COO, PRESIDENT | E | Control |
| SCHUSTER, JENA, ELIZABETH | I | CCO, COO, PRESIDENT | E | Control |
| SCHUSTER, JENA, ELIZABETH | I | CCO, COO, PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 18, 2022 REGISTERED
Notice Filings (5)
AZ CA FL NY TX
Address
109 E ESCALONESSAN CLEMENTE, CA 92672
United States
Phone: 949-766-5026