Atis

Atis (CRD# 148274) is a financial advisory firm headquartered in Highland, IN. They manage $65,824,514 in 205 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $321,095
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
The map below shows states where this firm has explicit registration only.

IL, IN

Financial Advisors at Atis
Showing 1 - 4 of 4 top financial advisors.
1
John J. Evanich
CRD#: 2661428
Griffith, IN

John Evanich (CRD# 2661428) is an Investment Advisor Representative working at Atis in Griffith, IN and has over 28 years of experience in the finance industry.

2
Joseph S. Mastej
CRD#: 6742336
9717 Prairie Avenue, Highland, IN 46322

Joseph Mastej (CRD# 6742336) is an Investment Advisor Representative working at Atis in Highland, IN and has over 6 years of experience in the finance industry.

3
Kurt F. Schultz
CRD#: 1563024
Griffith, IN

Kurt Schultz (CRD# 1563024) is an Investment Advisor Representative working at Atis in Griffith, IN and has over 26 years of experience in the finance industry.

4
Michael D. Castillo
CRD#: 7174183
9717 Prairie Avenue, Highland, IN 46322

Michael Castillo (CRD# 7174183) is an Investment Advisor Representative working at Atis in Highland, IN and has over 3 years of experience in the finance industry.

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