Atlas Fiduciary Services, Inc.

Overview

Atlas Fiduciary Services, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2022. The firm is individually owned and serves both individual & family clients and institutional clients. Its advisory model blends traditional fee-based arrangements—charging a percentage of assets under management—with hourly planning engagements. Core services shown in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify itself as an active ESG investor in its filings and is not noted as a multi-state adviser. Industry affiliations listed in the firm’s materials include relationships with an insurance company and pension consulting networks, reflecting the mix of retirement-focused work and insurance-related connections in their client service offering.

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Public Holdings

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Location & Offices