ATLAS FIDUCIARY SERVICES, INC.
CRD #321271 SEC #801-125792 CONCORD, NH 603-581-7125
SEC Registered
Total AUM
$257.7M
Discretionary
$132.8M
Employees
3
Clients
0
Accounts
129
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEISE, JOHN, RICHARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEISE, JOHN, RICHARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEISE, JOHN, RICHARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEISE, JOHN, RICHARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEISE, JOHN, RICHARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEISE, JOHN, RICHARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEISE, JOHN, RICHARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEISE, JOHN, RICHARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEISE, JOHN, RICHARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 18, 2025 REGISTERED
Notice Filings (2)
MA NH
Address
123 N. STATE STREETUNIT 1
CONCORD, NH 03301
United States
Phone: 603-581-7125