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ATLAS FIDUCIARY SERVICES, INC.
CRD 321271 · SEC 801-125792
123 N. STATE STREET, UNIT 1, CONCORD, NH, 03301, United States
Phone
603-581-7125
Fax
603-737-0319
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$269.3M
Discretionary AUM
$123.1M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $20.1M |
| High net worth individuals | 10 | $17.8M |
| Pension/profit sharing plans | 11 | $223.6M |
States served
MA, NH
All web addresses on file
Official SEC filing: View on IAPD