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| Happy Holidays!! thanks for using AUM13F!! |
| Atlas Fiduciary Services Inc
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|---|---|
| CRD # | 321271 |
| SEC # | 801-125792 |
| CIK # | |
| AUM | $257.7 M (2025-07-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 603-581-7125 |
| Address | 123 N State Street Concord, NH 03301 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 27.5 |
| (b) Individuals (high net worth individuals) | 8 | 9.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 214.1 |
| (h) Charitable organizations | 0 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 129 | 257.7 |
| By Discretionary | ||
| Discretionary | 103 | 132.8 |
| Non-Discretionary | 26 | 124.9 |
| Total | 129 | 257.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.7 | |
| Total | 129 | 257.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
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0.3 | |
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Sherwood Financial Partners LLC
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CA | 0.3 |
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Tandemgrowth Financial Advisors LLC
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GA | 0.3 |
|
Bluestone Wealth Management LLC
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NH | 0.3 |
|
Blueprint Partners LLC
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MI | 0.3 |
|
Kilterhowling LLC
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CO | 0.3 |
|
Oaktrust Wealth Advisors LLC
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|
0.3 | |
|
Vista Advisor Group LLC
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CA | 0.3 |
|
Swisher Financial Concepts Inc
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OH | 0.3 |
|
J Team Financial Inc
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TX | 0.3 |