Atomic Vaults Securities, LLC
Firm details
- Headquarters
- El Cajon, California
- CRD number
- 317194
- Registered since
- October 16, 2023
- Website
- www.atomicvaults.com
Firm profile
FINTRXOverview
Atomic Vaults Securities, LLC is organized as a limited liability company and is registered with the SEC as of 2023. The firm's ownership is reported as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it is not a related adviser, not a pension consultant, and not a multi-state adviser. The snapshot also flags that the firm is not identified as a capital allocator and is not an active ESG investor. The public-facing information captured in the snapshot provides minimal detail on the firm's advisory services, client segments, or fee arrangements. That lack of descriptive activity data makes it difficult to discern whether Atomic Vaults is operating as a conventional RIA, acting in a broker-dealer capacity, or serving another intermediary role.
Assets & Accounts
Investments & Alternatives
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
Ming Zhao
CEOCRD 6505155
Contacts
3 of 3
Peter Galligan
Financial PrincipalCRD 1873304

Melissa Costine
CCOCRD 2646983

Tremaine Tasher
Registered PrincipalCRD 6742292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
El Cajon, CA
San Diego
Location
El Cajon, CA
Headquartered in El Cajon, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 976 Finch St
- Time zone
- PT (UTC-8)
- Office locations
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