Atlas Clearing, Inc.

Broker-DealerFINRA MemberEst. 1968
Total AUM
—
Advisory reps
36
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
3777
Registered since
December 20, 1968

Firm profile

FINTRX

Overview

Atlas Clearing, Inc. is organized as a corporation and is classified in the source data as an investment bank. The firm appears in SEC records dating back to 1968. Owner type is listed as a domestic entity and individual. The profile flags make clear that Atlas Clearing, Inc. is not a capital allocator and is not registered or operating as a multi-state adviser. It is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide descriptive material about its business activities or affiliations in the supplied dataset. Taken together, the public flags and the absence of reported advisory activity suggest Atlas Clearing, Inc. functions in non-discretionary roles more typical of clearing, brokerage or investment-banking operations rather than as a manager of client investment portfolios.

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

Owners & executives

1 of 1
  • Jeffrey Sime

    Jeffrey Sime

    Chief Executive OfficerCRD 1554798

Contacts

3 of 35
  • Byron Barkley

    PartnerCRD 12469

  • Bruce Whaley

    CRD 464353

  • Robert Soutas

    Registered RepresentativeCRD 719589

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
136 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth