ATLAS FIDUCIARY SERVICES, INC.

Concord, United States · CRD 321271

SEC-registered investment adviser since 2022 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$269.3m
Main clients (by assets)Pension plans 83%, Individuals 7%, High net worth individuals 7%
Websiteafgplanning.com
Form ADV · 2026-07-13SEC adviser record

Kindinstitutions
Others nearbyConcord, NH, Boston, MA, Manchester, NH

As an employer

Staff (Form ADV)6 · 4 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Concord, NH (main office)United States	United States	about 2
Boston, MAUnited States	United States	1
Portsmouth, NHUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.