AQ Technology Partners LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Redwood City, California
CRD number
304996
Registered since
March 26, 2020

Firm profile

FINTRX

Overview

AQ Technology Partners LLC is organized as a limited liability company and is registered with the SEC as of 2020. The firm is classified in the source data as an investment bank rather than as a traditional asset manager or capital allocator. Ownership is listed as a mix of a domestic entity and an individual. The firm is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not designated as a pension consultant or related adviser in the provided records. There are no details in the source about its client base, fee structure, or specific advisory/business activities, so the public profile centers on its regulatory classification and basic organizational facts rather than an established advisory or wealth-management practice.

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

Contacts

3 of 23
  • James Core

    James Core

    DirectorCRD 6073186

  • Zachary Buzzatto

    Zachary Buzzatto

    Managing DirectorCRD 6509858

  • Ralph Price

    Ralph Price

    Vice PresidentCRD 6508392

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Redwood City, CA

San Mateo

Location

Redwood City, CA

Headquartered in Redwood City, 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 Mateo
Address
203 Redwood Shores Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth