Ae3 Partners, Inc. at 315 Montgomery ST # 1000, San Francisco, Ca 94104 lists Doug Davis and Jennifer Bauman of San Francisco, CA as associates.
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Doug Davis
Individual Agent
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315 MONTGOMERY ST # 1000, SAN FRANCISCO, CA 94104
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Doug Davis
CEO
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315 MONTGOMERY STREET 1000, SAN FRANCISCO, CA 94104
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Jennifer Bauman
Chief Financial Officer
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315 MONTGOMERY ST # 1000, SAN FRANCISCO, CA 94104
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Doug Davis
Director
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315 MONTGOMERY ST # 1000, SAN FRANCISCO, CA 94104
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Rick Dumas
Director
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315 MONTGOMERY ST # 1000, SAN FRANCISCO, CA 94104
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Rick Dumas
Secretary
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315 MONTGOMERY ST # 1000, SAN FRANCISCO, CA 94104
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315 MONTGOMERY ST # 1000, SAN FRANCISCO, CA 94104
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6680 ALHAMBRA AVE # 423, MARTINEZ, CA 94553
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameAE3 PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY27 / 29 Assets BOY/EOY$988,466 / $1,263,542 | 2023 | AE3 PARTNERS 401(K) PLAN - Plan #001 | 27 / 29 | $988,466 / $1,263,542 |
| 2022 | Plan NameAE3 PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY25 / 19 Assets BOY/EOY$1,076,544 / $988,466 | 2022 | AE3 PARTNERS 401(K) PLAN - Plan #001 | 25 / 19 | $1,076,544 / $988,466 |
| 2021 | Plan NameAE3 PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY30 / 25 Assets BOY/EOY$853,557 / $1,076,544 | 2021 | AE3 PARTNERS 401(K) PLAN - Plan #001 | 30 / 25 | $853,557 / $1,076,544 |
| 2020 | Plan NameAE3 PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY28 / 30 Assets BOY/EOY$634,736 / $853,557 | 2020 | AE3 PARTNERS 401(K) PLAN - Plan #001 | 28 / 30 | $634,736 / $853,557 |
| 2019 | Plan NameAE3 PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY30 / 28 Assets BOY/EOY$434,854 / $634,736 | 2019 | AE3 PARTNERS 401(K) PLAN - Plan #001 | 30 / 28 | $434,854 / $634,736 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$1,133,775 Forgiven$1,094,258 LenderHarvest Small Business Finance, LLC Jobs21 | 04/28/2020 | $1,133,775 | $1,094,258 | Harvest Small Business Finance, LLC | 21 |
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