Atlas Clearing, Inc.

Broker-DealerFINRA Member
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 dataset as an investment bank. Ownership is listed as a domestic entity and individual, but the firm has not supplied a detailed description of its business activities, advisory services, fee schedules, or client segmentation in the source data. The firm is not identified as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

    Byron Barkley

    PartnerCRD 12469

  • Bruce Whaley

    CRD 464353

  • Robert Soutas

    Registered RepresentativeCRD 719589

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth