ATLAS FIDUCIARY SERVICES, INC.
Adviser information for ATLAS FIDUCIARY SERVICES, INC. last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Hampshire, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 90 | $116.5M |
| Non-Discretionary | 61 | $137.2M |
| Total | 151 | $253.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 87 | $20.8M |
| HNW Individuals | <5 | $9.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 16 | $217.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $6.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-125792 |
|---|---|
| SEC ERA File Number | 801-125792 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321271 |
| Legal Entity Identifier | None |
Principal Office
123 N. STATE STREETUNIT 1
CONCORD
NH
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 603-581-7125, Fax: 603-737-0319
Chief Compliance Officer
JOHN R. HEISE
PRESIDENT
123 N. STATE STREET
UNIT 1
CONCORD
NH
United States
Tel:
603-581-7125
J*****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HEISE, JOHN, RICHARD | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 05/2022 | > 75% |