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 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
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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