# ATLAS FIDUCIARY SERVICES, INC.

ATLAS FIDUCIARY SERVICES, INC. of CONCORD, NH is an SEC-registered investment adviser.

## Registration

- CRD: 321271
- Type: SEC-registered investment adviser
- SEC file number: 801-125792
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321271/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321271/similar
- Related entities: https://search.stillhousedata.com/firm/321271/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321271

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.