Unclaimed Profile

Debbie Au Wong

3000 MANAGEMENT, INC.·SAN FRANCISCO, California

Clean record3000 MANAGEMENT, INC.

2269 CHESTNUT STREET #621, SAN FRANCISCO, CA 94123CRD# 2570935Firm CRD# 121168

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Debbie Au Wong · SAN FRANCISCO, CA

Registration

CRD #2570935 · 3000 MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Debbie Au Wong is a registered financial advisor based in SAN FRANCISCO, California, affiliated with 3000 MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

3000 MANAGEMENT, INC.

PAUL CAPITAL

AUM

$558M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 3000 MANAGEMENT, INC. →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Other: REIMBURSEMENT OF CERTAIN COSTS

Regulatory

SEC/IARD CRD# 2570935

Firm CRD# 121168

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Debbie Au Wong offer?

Debbie Au Wong specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Debbie Au Wong's credentials?

Debbie Au Wong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Debbie Au Wong located?

Debbie Au Wong is based in SAN FRANCISCO, California, working with 3000 MANAGEMENT, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Debbie Au Wong charge for services?

Debbie Au Wong's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of certain costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 3000 MANAGEMENT, INC.?

3000 MANAGEMENT, INC. has approximately 9 employees and manages $558M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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