AQ Technology Partners LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
19
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 a limited liability company that registered with the SEC in 2020 and is classified in the dataset as an investment bank. The firm is identified as being owned by a combination of a domestic entity and an individual. In the available records it is not described as a capital allocator, it does not report being active on ESG investing, and it is not flagged as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser for the purposes of the dataset. The source material does not provide detail on the firm's advisory or business activities, fee schedules, client segments, or specific investment strategies. That absence makes it difficult to characterize the firm's service model or the markets it targets beyond the high-level classification noted above.

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 19
  • James Core

    James Core

    DirectorCRD 6073186

  • Zachary Buzzatto

    Zachary Buzzatto

    Managing DirectorCRD 6509858

  • Ralph Price

    Ralph Price

    Vice PresidentCRD 6508392

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

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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