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 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
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
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