3000 MANAGEMENT, INC.

PAUL CAPITAL
SAN FRANCISCO, California·12 registered advisors·CRD# 121168
SEC# 801-616033415-283-4300
01

Firm Overview

AUM
$558M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
Other: REIMBURSEMENT OF CERTAIN COSTS
03

Specialties

Retirement Planning
04

Advisors at 3000 MANAGEMENT, INC.

12 registered advisors
Brian Sullivan
SAN FRANCISCO, California
Bryon T Sheets
SAN FRANCISCO, California
Daniel Patrick Mulderry
SAN FRANCISCO, California
David H De Weese
SAN FRANCISCO, California
Debbie Au Wong
SAN FRANCISCO, California
Elaine Luchak Small
SAN FRANCISCO, California
Guy Rico
SAN FRANCISCO, California
Kenneth Macleod
SAN FRANCISCO, California
Lionel Leventhal
SAN FRANCISCO, California
Philip J Jensen
SAN FRANCISCO, California
Randall Clay Schwed
SAN FRANCISCO, California
Simon Guenzl
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
12 advisors

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Data sourced from SEC Form ADV filings. 3000 MANAGEMENT, INC. (CRD# 121168) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.