Atlas Clearing, Inc.

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
35
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
3777
Registered since
December 20, 1968

Firm profile

FINTRX

Overview

Atlas Clearing, Inc. is recorded as a corporation that has been SEC-registered since 1968 and is classified in FINTRX as an investment bank. Ownership is listed as a domestic entity/individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX also indicates it is not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. FINTRX provides no detail on the firm's advisory activities, fee structure, or client segments. That absence of reported advisory detail, combined with the investment‑bank classification and the lack of capital‑allocator status, is consistent with an organization focused on clearing, execution, or brokerage support rather than traditional discretionary wealth management.

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

Owners & executives

1 of 1
  • Jeffrey Sime

    Jeffrey Sime

    Chief Executive OfficerCRD 1554798

Contacts

3 of 34
  • Byron Barkley

    PartnerCRD 12469

  • Bruce Whaley

    CRD 464353

  • Robert Soutas

    Registered RepresentativeCRD 719589

Unlock 31 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
136 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth