Atis

Atis (CRD# 148274) is a financial advisory firm headquartered in Highland, IN. They manage $29,136,649 in 122 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $238,825
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Atis
Showing 1 - 3 of 3 top financial advisors.
1
John J. Evanich
CRD#: 2661428
Griffith, IN
93
Wealthminder
score

John Evanich (CRD# 2661428) is an Investment Advisor Representative working at Atis in Griffith, IN and has over 22 years of experience in the finance industry.

2
Kurt F. Schultz
CRD#: 1563024
Griffith, IN
93
Wealthminder
score

Kurt Schultz (CRD# 1563024) is an Investment Advisor Representative working at Atis in Griffith, IN and has over 20 years of experience in the finance industry.

3
Joseph S. Mastej
CRD#: 6742336
9717 Prairie Avenue, Highland, IN 46322
87
Wealthminder
score

Joseph Mastej (CRD# 6742336) is an Investment Advisor Representative working at Atis in Highland, IN and has 1 year of experience in the finance industry.

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