ATOMIC VAULTS SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
317194
Registered since
October 16, 2023

Firm profile

FINTRX

Overview

Atomic Vaults Securities, LLC is a limited liability company that registered with the SEC in 2023. The firm is owned by a combination of a domestic entity and an individual and is listed in the dataset as an unclassified adviser. The public record indicates it is not designated as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or a related adviser. Core business activities, advisory services, client segments and fee arrangements were not disclosed in the available profile.

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

Owners & executives

1 of 1
  • MING ZHAO

    CEOCRD 6505155

Contacts

3 of 4
  • Tremaine Tasher

    Registered PrincipalCRD 6742292

  • MELISSA COSTINE

    CCOCRD 2646983

  • Erin Baskett

    CCO, PrincipalCRD 4538604

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
3455 Kearny Villa Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth