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| Atlas Fiduciary Services Inc
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| |
|---|---|
| CRD # | 321271 |
| SEC # | 801-125792 |
| CIK # | |
| AUM | $253.6 MM (2024-06-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 603-581-7125 |
| Address | 123 N State Street Concord, NH 03301 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 20.8 |
| (b) Individuals (high net worth individuals) | 0 | 9.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 217.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 151 | 253.6 |
| By Discretionary | ||
| Discretionary | 90 | 116.5 |
| Non-Discretionary | 61 | 137.2 |
| Total | 151 | 253.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.6 | |
| Total | 151 | 253.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
KLR Investment Advisors LLC
✚
|
RI | 0.3 |
|
The American Institute for Advanced Investment Management LLP
✚
|
AZ | 0.3 |
|
Oasis Wealth Planning Advisors LLC
✚
|
TN | 0.3 |
|
Dibenedetto & Associates Ltd
✚
|
IL | 0.3 |
|
Core Financial Partners Inc
✚
|
CA | 0.3 |
|
NorthStar Advisory Group LLC
✚
|
NJ | 0.3 |
|
Adapt Wealth Advisors LLC
✚
|
GA | 0.3 |
|
Hidden Cove Wealth Management LLC
✚
|
WA | 0.3 |
|
Starfox Financial Services LLC
✚
|
TX | 0.3 |
|
First Oak Wealth Management LLC
✚
|
NC | 0.3 |