Atlas Fiduciary Services, Inc.

CRD 321271 · Concord, NH · $269.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 321271
SEC number: 801-125792
Firm type: RIA
Assets under management: $269.3M as of Feb 12, 2026
Website: www.afgplanning.com ↗
Phone: 603-581-7125
Address: 123 N. State Street, Concord, NH, 03301

Advisors at this firm

4 in our index · page 1 of 1

James Alexander BianchiCRD 2251563 · Boston, MA

IA RegisteredBroker

Disclosure event(s) on record
John Richard HeiseCRD 2925942 · Concord, NH

IA RegisteredRegistration inactive
Michael KneeCRD 5480965 · Concord, NH

IA Registered
Aaron Michael NicholsCRD 6674190 · Portsmouth, NH

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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