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 data set as an investment bank. The firm first registered with the SEC in 2010 and is owned by an individual. The profile does not identify the firm as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.
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
Treasury Brokerage
Broker-DealerMenlo Park, CA
La Honda Advisors LLC
Broker-DealerMenlo Park, CA
Madison Avenue Securities, LLC
Broker-DealerSan Diego, CA
Greif & Co
Broker-DealerLos Angeles, CA
Apexus Capital LLC
Broker-DealerSanta Monica, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA