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Building 2ATLAS FIDUCIARY SERVICES, INC.

Map pinCONCORD, NH
Phone603-581-7125
NotebookSEC #801-125792
Total AUM
$269.3M
Employees
6
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 N. STATE STREET
UNIT 1
CONCORD
NH 03301
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
603-581-7125
Other Offices
2

ReceiptFinancials

Total AUM
$269.3M
Accounts
122
Discretionary
$123.1M
Accounts
101
Non-Discretionary
$146.2M
Accounts
21

ContactClients

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Individual Clients
111
AUM
$20.1M
HNW Individual Clients
10
AUM
$17.8M
Pension/Profit Sharing Plan Clients
11
AUM
$223.6M
Charitable Organization Clients
1
AUM
$7.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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