Atlas Technology Group LLC
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 152828
- Registered since
- October 19, 2010
- Website
- atlastechgroup.com
Firm profile
FINTRXOverview
Atlas Technology Group LLC is organized as a limited liability company and shows SEC registration beginning in 2010. FINTRX classifies the firm as an investment bank and lists an individual as the owner type. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Public disclosures in the dataset do not enumerate the firm’s advisory activities, fee schedule, or client mix; several standard adviser attributes are marked negative (not a multi-state adviser, not a newly formed adviser, not a pension consultant, and no related adviser designation). That combination of sparse public detail and its “investment bank” classification suggests the entity operates outside the typical asset-gathering RIA model, at least in the records provided.
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
Contacts
3 of 27
Alan Churchill Lewis
Managing DirectorCRD 1161882

Gregory Roth
Managing DirectorCRD 1621596

Louis Draper
Managing DirectorCRD 1983136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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