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- Custodian
- City National Bank · RBC · Royal Bank
- Clients
- Retail
- Platforms
- Quantum
- Established Date
- 06-04-2009
- Office Locations
- 1
Office Locations
About Atis, INC
ATIS, Inc. is a Highland, IN advisory firm providing fee-based wealth management, retirement planning, and college savings guidance. Portfolios use allocation models from multiple sources, with a tilt toward ETFs and public funds. Led by President John Evanich and an executive VP with institutional equity-derivatives strategy experience, the team operates with FINRA/SIPC registration, supporting both advisory and brokerage needs.
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Owner & Executives
JOHN JOSEPH EVANICH
Chief Compliance Officer, Chief Financial Officer, DIRECTOR, President
- CRD
- #2661428
- Ownership
- 25% but less than 50%
KURT FREDERICK SCHULTZ
Investment Advisor
- CRD
- #1563024
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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JOSEPH STEVEN MASTEJ
Financial Advisor
- CRD
- #6742336
Michael K Parianos
--
- CRD
- #8069249
Showing 2 of 4 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,315,256 | -- |
| Non-Discretionary | $92,958,850 | -- |
| Total | $96,274,106 | -- |
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Separately Managed Accounts
Total SMA Asset: $96,274,106
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $84,026,792 | 9.1% |
| Public Funds | $328,720,197 | 35.6% |
| Cash | $348,110,996 | 37.7% |
| Corporate - Investment Grade | $162,513,356 | 17.6% |
| Total | $923,371,341 | 100.0% |