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Home > Retirement Planners > new hampshire > concord > ATLAS FIDUCIARY SERVICES, INC.
ATLAS FIDUCIARY SERVICES, INC.
123 N. State Street
Unit 1
Concord, New Hampshire 03301
Tel: 603-581-7125
About ATLAS FIDUCIARY SERVICES, INC.
ATLAS FIDUCIARY SERVICES, INC, formally registered with the SEC as ATLAS FIDUCIARY SERVICES, INC. The firm was established in 06/03/2022. They have over 1 offices throughout the country.
ATLAS FIDUCIARY SERVICES, INC. is a Concord, New Hampshire based Financial Planning firm with nearly $257,745,978 assets under management, offering retirement planning & investment advisory services to 129 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321271 |
| SEC# | 801-125792 |
| Assets Managed by Firm | $257,745,978 |
| No. of Clients | 129 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 129 | $257,745,978 |
| Individuals (other than high net worth individuals) | 68 | $27,508,012 |
| High net worth individuals | 8 | $9,113,297 |
| Pension and profit sharing plans | 13 | $214,054,423 |
| Charitable organizations | Fewer than 5 clients | $7,070,246 |
More Retirement Planning firms in Concord, New Hampshire:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
| $3,108,813,749 | 1858 | 45 |
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