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| Keyboard |
| Atlas Fiduciary Services Inc
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|---|---|
| CRD # | 321271 |
| SEC # | 801-125792 |
| CIK # | |
| AUM | 269.3 M (2026-02-12) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 603-581-7125 |
| Address | 123 N State Street Concord, NH 03301 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 20.1 |
| (b) Individuals (high net worth individuals) | 10 | 17.8 |
| (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 | 11 | 223.6 |
| (h) Charitable organizations | 0 | 7.8 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 269.3 |
| By Discretionary | ||
| Discretionary | 101 | 123.1 |
| Non-Discretionary | 21 | 146.2 |
| Total | 122 | 269.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.3 | |
| Total | 122 | 269.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Client First Capital LLC
✚
|
269.7 M | |
|
Hawke Financial Group LLC
✚
|
ID | 269.6 M |
|
Spectrum Wealth Management LLC
✚
|
CA | 269.5 M |
|
Wallace Advisory Group LLC
✚
|
CA | 269.5 M |
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 269.4 M |
|
Hardy & Hardy Co LLC
✚
|
OH | 269.4 M |
|
Fortress Wealth Management Inc
✚
|
CA | 269.3 M |
|
Dorado Wealth Management LLC
✚
|
268.8 M | |
|
Peak Financial Advisors LLC
✚
|
CO | 268.8 M |
|
Stonebridge Capital Management Inc
✚
|
CA | 268.7 M |