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 classified in the source data as an investment bank. The firm registered with the SEC in 2020 and is owned by a combination of a domestic entity and an individual. The profile supplied to FINTRX gives a very limited public footprint: there are no listed details about their advisory activities, fee schedule, client segments, or specific business lines. The firm is not reported to operate as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. Those negative data points, combined with the lack of disclosed business or advisory descriptions, suggest AQ Technology Partners presents more like a small, specialized corporate entity rather than a traditional wealth manager with public-facing asset management products.

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
  • 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