firm profile
Atlas Fiduciary Services, Inc.
Overview
Atlas Fiduciary Services, Inc. is an SEC registered investment adviser based in Concord, NH, registered since 2022. It reports $269M in assets under management across 122 accounts, with 6 employees. It has 3 investment adviser representatives.
- Reported AUM
- $269M
- Discretionary
- 46%
- Accounts
- 122
- Average account
- $2.2M
- Employees
- 6
- Advisory reps
- 3
- Registered since
- 2022
- Jurisdictions
- 2
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- John Richard Heise President, Chief Compliance Officer CRD 2925942
Advisory reps 3 of 3
- John R Heise Insurance Agent · Investment Adviser Rep CRD 2925942
- Michael Knee Investment Adviser Rep CRD 5480965
- Aaron Michael Nichols Investment Adviser Rep CRD 6674190
Location
- Headquarters
- 214 N State St Unit 1
Concord, NH 03301 - County
- Merrimack
- Metro area
- Concord, NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 2 jurisdictions
- Website: afgplanning.com
Every state, with registration dates
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