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 classified in the source data as an investment bank. Ownership is listed as individual, and the firm does not identify itself as a capital allocator or an active ESG investor. Several fields that would normally describe client focus, advisory activities, fee models or core business lines were not provided in the source dataset. The available information suggests the entity operates in a capacity other than a traditional registered investment adviser with discretionary asset-management responsibilities; however, the dataset does not supply detail on services offered, target client types, or transaction-level activity.
Assets & Accounts
Investments & Alternatives
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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