Atlas Fiduciary Services, Inc.
Atlas Fiduciary Services, Inc. is an SEC-registered wealth manager in Concord, NH with $269.3M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Atlas Fiduciary Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321271, SEC 801-125792, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $269.3M (2026-02-12)
- Firm type
- Wealth Manager
- Location
- Concord, NH
- Employees
- 6
- Clients
- 132
- CRD
- 321271
- Ownership
- HEISE, JOHN, RICHARD
How much AUM does Atlas Fiduciary Services, Inc. have?
Atlas Fiduciary Services, Inc. reported $269.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Atlas Fiduciary Services, Inc.?
Disclosed owners and executives of Atlas Fiduciary Services, Inc. include HEISE, JOHN, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.