Tech stack
No one at Atlas Fiduciary Services, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
H
Hand Benefits & Trust
Per Form ADV · $104M held · filed Jun 2024
L
Lincoln Investment Advisers, LLC
Per Form ADV · $86M held · filed Jun 2024
Schwab
Per Form ADV · $29M held · filed Jun 2024