AQ Technology Partners LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
—
Advisory reps
21
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 registered as a limited liability company and was added to the SEC registry in 2020. The firm is categorized as an investment bank and is owned by a mix of a domestic entity and an individual. In the provided snapshot the firm is not identified as a capital allocator, not flagged as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The source record does not include descriptions of the firm’s client segments, fee schedule, or detailed business and advisory activities. A separate activities-and-affiliations field was left blank, so there is no disclosure in the dataset about operating lines such as wealth management, institutional sales, or capital markets execution beyond the investment-bank classification.

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 21
  • Colleen Juiliano

    Colleen Juiliano

    OperationsCRD 4818898

  • Matthew Sachse

    Matthew Sachse

    Founder and Managing PartnerCRD 4845930

  • Christian Bennett

    Christian Bennett

    Founder and Managing PartnerCRD 4862477

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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