ATLAS FIDUCIARY SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$269,279,564
Discretionary
$123,112,658
Non-discretionary
$146,166,906
Firm details
- CRD number
- 321271
- SEC file number
- 801-125792
- Main office
- CONCORD, NH, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://www.afgplanning.com/
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.