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John Richard Heise

ATLAS FIDUCIARY SERVICES, INC.·CONCORD, New Hampshire
Clean recordATLAS FIDUCIARY SERVICES, INC.
123 N. STATE STREET, CONCORD, NH 03301CRD# 2925942Firm CRD# 321271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Richard Heise · CONCORD, NH
Registration
CRD #2925942 · ATLAS FIDUCIARY SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Richard Heise is a registered financial advisor based in CONCORD, New Hampshire, affiliated with ATLAS FIDUCIARY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ATLAS FIDUCIARY SERVICES, INC.
ATLAS FIDUCIARY SERVICES, INC.
AUM
$254M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ATLAS FIDUCIARY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2925942
Firm CRD# 321271
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Richard Heise offer?
John Richard Heise specializes in Financial Planning, Investment Management. Contact their office in CONCORD, New Hampshire for a consultation.
What are John Richard Heise's credentials?
John Richard Heise is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Richard Heise located?
John Richard Heise is based in CONCORD, New Hampshire, working with ATLAS FIDUCIARY SERVICES, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does John Richard Heise charge for services?
John Richard Heise's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLAS FIDUCIARY SERVICES, INC.?
ATLAS FIDUCIARY SERVICES, INC. has approximately 2 employees and manages $254M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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