AdvisorOS Directory
Claim Profile
JH

John Richard Heise

ATLAS FIDUCIARY SERVICES, INC.·CONCORD, New Hampshire
Unclaimed Profile
123 N. STATE STREET, CONCORD, NH 03301CRD# 2925942Firm CRD# 321271
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
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2925942
Firm CRD# 321271
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, New Hampshire or claim this profile if it's yours.

Browse CONCORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CONCORD
Diane Chadwick — HARVEST CAPITAL MANAGEMENT INCPaula Lemire Mango — LINCOLN FINANCIAL SECURITIES CORPORATIONJanet Hutchens — HUTCHENS INVESTMENT MANAGEMENT INCScott Benjamin Schermerhorn — GRANITE INVESTMENT ADVISORS, LLCTimothy Sean Lesko — GRANITE INVESTMENT ADVISORS, LLC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
PORTSMOUTH GuideBEDFORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile