Atlas Clearing, Inc.
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 3777
- Registered since
- December 20, 1968
- Website
- www.wdco.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jeffrey Sime
Chief Executive OfficerCRD 1554798
Contacts
3 of 35Byron Barkley
PartnerCRD 12469
Bruce Whaley
CRD 464353
Robert Soutas
Registered RepresentativeCRD 719589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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