Atlas Clearing, Inc.

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
35
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 recorded as a corporation operating in the capacity of an investment bank and has been SEC-registered since 1968. FINTRX labels the ownership as a domestic entity/individual and indicates the firm does not act as a capital allocator. The profile shows the firm is not identified as an active ESG investor, is not a multistate adviser, is not newly formed, and is not listed as a pension consultant or related adviser. FINTRX contains limited disclosure on the firm’s business, fee model, client segments, or specific advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jeffrey Sime

    Jeffrey Sime

    Chief Executive OfficerCRD 1554798

Contacts

3 of 34
  • Byron Barkley

    PartnerCRD 12469

  • Bruce Whaley

    CRD 464353

  • Robert Soutas

    Registered RepresentativeCRD 719589

Unlock 31 more contacts

Wealth teams

FINTRX

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