A
$269.3M Total AUM
$123.1M Disc. AUM
22.2% 3Y CAGR
6 Employees
132 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · State Street · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-2022
- Office Locations
- 3
Office Locations
180 Canal Street 6TH Floor Boston MA
214 N. State Street Unit 1 Concord NH
-- Portsmouth NH
About Atlas Fiduciary Services, Inc.
Atlas Fiduciary Services, Inc. provides employer-sponsored retirement plan services and individual wealth management for business owners, HR teams and individuals. The firm serves as a named ERISA 3(21)/3(38) fiduciary alongside plan trustees and leverages the RPAG advisor network for plan support. Portfolios use public funds, including ETFs and mutual funds; custody includes Charles Schwab.
Team overview
38 AVG AGE
$67.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
2.2 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOHN RICHARD HEISE
Chief Compliance Officer, President, Registered Representative
- CRD
- #2925942
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
JAMES ALEXANDER BIANCHI
--
- CRD
- #2251563
Available
Available
Available
Michael Knee
--
- CRD
- #5480965
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,112,658 | $1,218,937 |
| Non-Discretionary | $146,166,906 | $6,960,329 |
| Total | $269,279,564 | $2,207,210 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing