Atomic Vaults Advisors LLC

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
330278
Registered since
October 16, 2024
Fee structure
Fixed Fees
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atomic Vaults Advisors LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2024 and is owned by a combination of a domestic entity and an individual. It presents itself as a specialist in portfolio management services tailored to businesses and institutional clients and charges fixed fees for its advisory services. The adviser does not identify as an active ESG investor, is not multi-state registered, and is not classified as a pension consultant or capital allocator. The firm also has an industry affiliation as a broker-dealer.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ming Zhao

    Ming Zhao

    CEOCRD 6505155

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, 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 Francisco
Address
575 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth