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ATLAS FIDUCIARY SERVICES, INC.

CONCORD, NH · CRD 321271 · IAPD ↗ · afgplanning.com · 603-581-7125

$269.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — ATLAS FIDUCIARY SERVICES, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2026 — ATLAS FIDUCIARY SERVICES, INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — ATLAS FIDUCIARY SERVICES, INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — ATLAS FIDUCIARY SERVICES, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — ATLAS FIDUCIARY SERVICES, INC. reported RAUM up 28% ($197.9M -> $253.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.