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FIRM PROFILE
Overview
ATLAS TECHNOLOGY GROUP LLC is located at 1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025 and was first established at San Francisco, California in 11/24/2009. After operating for 16 years, ATLAS TECHNOLOGY GROUP LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ATLAS TECHNOLOGY GROUP LLC’s clients are individuals and 0% of their clients are high net worth individuals. ATLAS TECHNOLOGY GROUP LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ATLAS TECHNOLOGY GROUP LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ATLAS TECHNOLOGY GROUP LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ATLAS TECHNOLOGY GROUP LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Total Client Assets:
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FIRM INFORMATION
1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
Small
(415) 795-8800
California since 11/24/2009
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at ATLAS TECHNOLOGY GROUP LLC
Gregory Killion Roth
John Matthew Brew
Louis Luc Robert Draper
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