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 registered with the SEC in 2010. The firm is classified in the source data as an investment bank and is owned by an individual. It is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public-facing details about the firm's core business lines, advisory activities, client segments, and fee schedules are not disclosed in the provided data, so its operating model beyond the investment-bank classification is unclear.
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
PartnerCRD 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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