Rincon Securities Group LLC
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 305718
- Registered since
- June 23, 2020
Firm profile
FINTRXOverview
Rincon Securities Group LLC is an LLC that registered with the SEC in 2020 and is owned by an individual. The dataset classifies the firm as "unclassified" and indicates it is not a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser and is not flagged as a newly formed adviser in the dataset. The firm has not supplied details about its client base, fee structure, business activities, or advisory services in the source record. The available information likewise does not describe affiliations, staffing, or investment strategy, so there is no public presentation of how the firm sources or manages assets.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Harold Hermelee
Senior Managing DirectorCRD 1555279

Susan Sloat
Sales AssistantCRD 2235716
Tad Dahlke
PresidentCRD 2581451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westlake Village, CA
Ventura
Location
Westlake Village, CA
Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 3027 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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