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CRD#: 304996
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

AQ TECHNOLOGY PARTNERS LLC is located at 203 Redwood Shores Parkway, Suite 530, Redwood City, CA 94065 and was first established at San Francisco, California in 03/18/2019. After operating for 6 years, AQ TECHNOLOGY PARTNERS 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 AQ TECHNOLOGY PARTNERS LLC’s clients are individuals and 0% of their clients are high net worth individuals. AQ TECHNOLOGY PARTNERS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AQ TECHNOLOGY PARTNERS 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 AQ TECHNOLOGY PARTNERS 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 AQ TECHNOLOGY PARTNERS 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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Where the Statistical Data for AQ TECHNOLOGY PARTNERS LLC Comes From

Understanding the Statistics for AQ TECHNOLOGY PARTNERS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
203 Redwood Shores Parkway, Suite 530, Redwood City, CA 94065
Mailing Address
203 Redwood Shores Parkway, Suite 530, Redwood City, CA 94065
Firm Size
Small
Phone Number
+1 (650) 609-3100
Established
California since 03/18/2019
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
AQ HOLDINGS, LLCOWNER
BENNETT, CHRISTIAN ANTHONYPRINCIPAL4862477
JUILIANO, COLLEEN JANEFINOP4818898
MANION, PATRICK CONORMANAGING MEMBER5184871
SACHSE, MATTHEW ALLANPRESIDENT & CCO4845930

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Advisor's working at AQ TECHNOLOGY PARTNERS LLC

JC

James Core

RR
CRD#: 6073186
Location:
Redwood City, CA 94065
Company:
AQ TECHNOLOGY PARTNERS LLC
Disclosures:
Experience:
12 years
View Profile
CL

Charlie Vinnie Lu

Charlie Lu
RR
CRD#: 7766250
Location:
Redwood City, CA 94065
Company:
AQ TECHNOLOGY PARTNERS LLC
Disclosures:
Experience:
1 year
View Profile
JS

Javier Sobrino Garcia Yanes

RR
CRD#: 7391355
Location:
Redwood City, CA 94065
Company:
AQ TECHNOLOGY PARTNERS LLC
Disclosures:
Experience:
4 years
View Profile
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