Atlas Fiduciary Services, Inc.
● SEC registered since 2022CRD 321271SEC# 801-125792Concord, NH
Reg. AUM
$269.3M
Employees
6
Accounts
122
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 $269.3 million in regulatory assets under management and employs 6 people.
Atlas Fiduciary Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Richard Heise Control | President And Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Atlas Fiduciary Services, Inc. manage?
Atlas Fiduciary Services, Inc. reports $269.3 million in regulatory assets under management on its Form ADV.
How many employees does Atlas Fiduciary Services, Inc. have?
Atlas Fiduciary Services, Inc. reports 6 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
| Address | 123 N. State Street, Unit 1, Concord, NH 03301 |
| Phone | 603-581-7125 |
| Fax | 603-737-0319 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$269.3M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$269.3Mregulatory AUM
Discretionary $123.1MNon-discretionary $146.2M