Atlas Fiduciary Services, Inc.

Atlas Fiduciary Services, Inc. (CRD# 321271) is a financial advisory firm headquartered in Concord, NH. They manage $253,644,953 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

123 N. State Street, Unit 1, Concord, NH 03301

https://www.afgplanning.com

By the Numbers

Total Assets Under Management

254

MILLION
Total Number of Accounts

151

ACCOUNTS
Average Account Value

$1,679,768

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Atlas Fiduciary Services, Inc.

Showing 1 - 2 of 2 top financial advisors.

John R. Heise

CRD#: 2925942

123 N. State Street, Unit 1, Concord, NH 03301

John Heise (CRD# 2925942) is an Investment Advisor Representative working at Atlas Fiduciary Services, Inc. in Concord, NH and has over 26 years of experience in the finance industry.

Michael Knee

CRD#: 5480965

123 N. State Street, Unit 1, Concord, NH 03301

Michael Knee (CRD# 5480965) is an Investment Advisor Representative working at Atlas Fiduciary Services, Inc. in Concord, NH and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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