ATLAS TECHNOLOGY GROUP LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
152828
Registered since
October 19, 2010

Firm profile

FINTRX

Overview

Atlas Technology Group LLC is an LLC that appears in SEC records as registered in 2010 and is classified as an investment bank rather than a traditional registered investment adviser or capital allocator. The firm is owned by an individual and, per the available profile, does not identify itself as an active ESG investor. The FINTRX snapshot contains no detail about the firm's advisory activities, fee structure, client base, or business activities, and it lists no affiliations or industry activities. The profile also indicates the firm is not a multi-state adviser, not a pension consultant, and not designated as a related adviser. Taken together, the public information is minimal and reads more like a regulatory registration entry than a full-service wealth management or asset-management shop.

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

Contacts

3 of 27
  • XIANG CHEN

    AssociateCRD 6311008

  • Brooks Wagner

    AnalystCRD 7605166

  • BRET CARROLL

    Managing DirectorCRD 2974103

Unlock 24 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

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth