AQ Technology Partners LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
23
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 the source data as an investment bank. The firm is SEC-registered (registration year 2020) and its ownership is reported as a mix of a domestic entity and an individual. The dataset identifies the firm as not operating as a capital allocator and not active on ESG investing. It is also marked as not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The firm has not provided descriptive material on its business activities, advisory services, client base, fee structure, or external affiliations in the supplied data, which limits visibility into its operating model and target clients.

Assets & Accounts

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 23
  • 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