Atis, Inc

Overview

Atis, Inc is a Broker Dealer and registered investment adviser based in Highland, IN, registered since 2009. It reports $96.3M in assets under management across 229 accounts, with 4 employees. Its 4 registered representatives work across 1 branch offices in 1 state.

Reported AUM

$96.3M

Discretionary

3%

Accounts

229

Average account

$42K

Employees

4

Registered reps

4

Branch offices

1

Registered since

2009

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Retirement/Pension Products
• Stock
• 3 more

Executive officers 3 of 6

• John Joseph Evanich Shareholder, President, Director CRD 2661428
• Kurt Frederick Schultz Shareholder, General Principal CRD 1563024
• Joseph Steven Mastej Shareholder, Operations Officer, Chief Operating Officer

3 more executive officers, with direct contact details

Registered reps 3 of 4

• John Joseph Evanich Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2661428
• Joseph S Mastej Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6742336
• Michael K Parianos Registered Rep · Investment Adviser Rep CRD 8069249

1 more registered rep, with emails, phones and branch locations

Location

Headquarters

9717 Prairie Ave
Highland, IN 46322

County

Lake

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Branch offices

1 in 1 state

Registrations

• State registered, corporation formed in Indiana
• Registered in 16 jurisdictions
• Website: atiswealth.com

Every state, with registration dates

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