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 organized as a limited liability company and is registered with the SEC (initial registration in 2010). The firm is classified in the data as an investment bank rather than as a capital allocator or traditional registered investment adviser. Ownership is listed as an individual proprietor. The record indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. Specific advisory activities, fee schedules, or client segments were not provided.

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

    Brooks Wagner

    AnalystCRD 7605166

  • Bret Carroll

    Bret Carroll

    Managing DirectorCRD 2974103

Unlock 24 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth