Atlas Technology Group LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Menlo Park, California
CRD number
152828
Registered since
October 19, 2010

Firm profile

FINTRX

Overview

Atlas Technology Group LLC is organized as a limited liability company and is registered with the SEC since 2010. FINTRX classifies the firm as an investment bank and lists the ownership as an individual owner. The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. Disclosure on core business lines is minimal: the record contains no description of advisory activities, fee schedule, client segments, or deal/transaction specialties. Several adviser-status flags are negative (not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed), which, together with the investment-bank classification, points to a focus on transactional or corporate-finance work rather than a conventional wealth-management or asset-management practice — though specific services are not documented in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 27
  • Xiang Chen

    AssociateCRD 6311008

  • Brooks Wagner

    Brooks Wagner

    AnalystCRD 7605166

  • Bret Carroll

    Bret Carroll

    Managing DirectorCRD 2974103

Unlock 24 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth