Atlas Clearing, Inc.
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 3777
- Registered since
- December 20, 1968
- Website
- www.wdco.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jeffrey Sime
Chief Executive OfficerCRD 1554798
Contacts
3 of 34Byron Barkley
PartnerCRD 12469
Bruce Whaley
CRD 464353
Robert Soutas
Registered RepresentativeCRD 719589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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