AQ TECHNOLOGY PARTNERS LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
REDWOOD CITY, California
CRD number
304996
Registered since
March 26, 2020

Firm profile

FINTRX

Overview

AQ Technology Partners LLC is organized as a limited liability company and is registered with the SEC (registration year 2020). The firm is classified in the dataset as an investment bank and is owned by a combination of a domestic entity and an individual. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser in the available data. The dataset provides minimal detail on advisory services, fee structures, client segments, or day-to-day business activities, so the firm’s target client types and service model are not described beyond its legal form and classification.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 19
  • JAMES CORE

    DirectorCRD 6073186

  • ZACHARY BUZZATTO

    Managing DirectorCRD 6509858

  • RALPH PRICE

    Vice PresidentCRD 6508392

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

REDWOOD CITY, CA

SAN MATEO

Location

REDWOOD CITY, CA

Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
203 Redwood Shores Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth