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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $257.7M | $132.8M | $124.9M | 3 | 0 |
| Mar 2025 | $257.7M | $132.8M | $124.9M | 3 | 0 |
| Feb 2025 | $257.7M | $132.8M | $124.9M | 3 | 0 |
| Jun 2024 | $253.6M | $116.5M | $137.2M | 2 | 0 |
| Mar 2024 | $253.6M | $116.5M | $137.2M | 2 | 0 |
| Sep 2023 | $197.9M | $88.4M | $109.5M | 2 | 0 |
| Mar 2023 | $197.9M | $88.4M | $109.5M | 2 | 0 |
| Oct 2022 | $138M | $138M | $0 | 2 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$257.7M
Discretionary$132.8M
Non-Disc.$124.9M
Employees3
Clients0
DateMar 2025
Total AUM$257.7M
Discretionary$132.8M
Non-Disc.$124.9M
Employees3
Clients0
DateFeb 2025
Total AUM$257.7M
Discretionary$132.8M
Non-Disc.$124.9M
Employees3
Clients0
DateJun 2024
Total AUM$253.6M
Discretionary$116.5M
Non-Disc.$137.2M
Employees2
Clients0
DateMar 2024
Total AUM$253.6M
Discretionary$116.5M
Non-Disc.$137.2M
Employees2
Clients0
DateSep 2023
Total AUM$197.9M
Discretionary$88.4M
Non-Disc.$109.5M
Employees2
Clients0
DateMar 2023
Total AUM$197.9M
Discretionary$88.4M
Non-Disc.$109.5M
Employees2
Clients0
DateOct 2022
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0