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Atlas Fiduciary Services, Inc.

● SEC registered since 2022CRD 321271SEC# 801-125792Concord, NH
Export (members)
Reg. AUM
$257.7M
Employees
3
Accounts
129
Location
Concord, NH

Atlas Fiduciary Services, Inc. assets under management

Atlas Fiduciary Services, Inc. is a registered investment adviser overseen by the SEC based in Concord, NH. The firm has been registered since 2022. It reports $257.7 million in regulatory assets under management and employs 3 people.

Atlas Fiduciary Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
John Richard Heise ControlPresident And Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Atlas Fiduciary Services, Inc. manage?

Atlas Fiduciary Services, Inc. reports $257.7 million in regulatory assets under management on its Form ADV.

How many employees does Atlas Fiduciary Services, Inc. have?

Atlas Fiduciary Services, Inc. reports 3 employees.

Where is Atlas Fiduciary Services, Inc. located?

Atlas Fiduciary Services, Inc. is based in Concord, NH and has been SEC-registered since 2022.

Does Atlas Fiduciary Services, Inc. disclose fund performance?

Atlas Fiduciary Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address123 N. State Street, Unit 1, Concord, NH 03301
Phone603-581-7125
Fax603-737-0319
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$132.8M
Non-discretionary$124.9M
Total (RAUM)$257.7M