ATLAS FIDUCIARY SERVICES, INC.

CONCORD, New Hampshire·1 registered advisor·CRD# 321271
SEC# 801-1257920603-581-7125
01

Firm Overview

AUM
$254M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ATLAS FIDUCIARY SERVICES, INC.

1 registered advisor
John Richard Heise
CONCORD, New Hampshire
05

Office Locations

CONCORD, New Hampshire
1 advisor

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Data sourced from SEC Form ADV filings. ATLAS FIDUCIARY SERVICES, INC. (CRD# 321271) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.