ATLAS FIDUCIARY SERVICES, INC.
ATLAS FIDUCIARY SERVICES, INC. of CONCORD, NH is an SEC-registered investment adviser (CRD 321271). Regulatory assets under management: $269.3M.
Registration
- CRD: 321271
- SEC file number: 801-125792
- Type: Registered investment adviser
- Location: 214 N. STATE STREET, UNIT 1, CONCORD, NH, 03301
- Phone: 603-581-7125
- Latest filing: 2026-07-13
- Regulatory AUM: $269.3M
- Discretionary AUM: $123.1M
- Non-discretionary AUM: $146.2M
- Clients: 6
- Accounts: 122
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| John Richard Heise | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| HEISE JOHN RICHARD | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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