AQ Technology Partners LLC

Broker-DealerFINRA Member
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 classified in FINTRX as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multistate adviser, pension consultant, or related adviser. Public details about AQ Technology Partners’ business activities, advisory services, fee arrangements, and client focus are sparse in the FINTRX record. The platform shows no reported client accounts or asset figures for the firm, and no descriptive material about investment strategy or operational specialties was provided.

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
  • Colleen Juiliano

    Colleen Juiliano

    OperationsCRD 4818898

  • Matthew Sachse

    Matthew Sachse

    Founder and Managing PartnerCRD 4845930

  • Christian Bennett

    Christian Bennett

    Founder and Managing PartnerCRD 4862477

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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