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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 27Xiang Chen
AssociateCRD 6311008

Brooks Wagner
AnalystCRD 7605166

Bret Carroll
Managing DirectorCRD 2974103
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
Similar firms
La Honda Advisors LLC
Broker-DealerMenlo Park, CA
Treasury Brokerage
Broker-DealerMenlo Park, CA
Globalink Securities, Inc.
Broker-DealerPasadena, CA
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
Waveland Capital Partners LLC
Broker-DealerIrvine, CA
Greenbrier Diversified, Inc.
Broker-DealerBeverly Hills, CA