Atomic Vaults Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
El Cajon, California
CRD number
317194
Registered since
October 16, 2023

Firm profile

FINTRX

Overview

Atomic Vaults Securities, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered entity with registration year 2023. The snapshot classifies ownership as a mix of a domestic entity and an individual and does not assign the firm to a standard investment classification in the available data. The firm is not identified in FINTRX as a capital allocator or an active ESG investor. The snapshot also indicates it is not a multi-state adviser, not a pension consultant, and not listed as a related adviser. FINTRX does not supply details about the firm’s advisory services, fee schedule, client segments, or specific business activities in the profile provided.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

1 of 1
  • Ming Zhao

    Ming Zhao

    CEOCRD 6505155

Contacts

3 of 3
  • Peter Galligan

    Peter Galligan

    Financial PrincipalCRD 1873304

  • Melissa Costine

    Melissa Costine

    CCOCRD 2646983

  • Tremaine Tasher

    Tremaine Tasher

    Registered PrincipalCRD 6742292

Wealth teams

FINTRX

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

El Cajon, CA

San Diego

Location

El Cajon, CA

Headquartered in El Cajon, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
976 Finch St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth