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ATIS
ATIS, INC
CRD 148274
9717 PRAIRIE AVENUE, HIGHLAND, IN, 46322, United States
Phone
219-836-2102
Fax
219-836-2368
Registration
— (—)
Source
State registered
Total AUM
$96.3M
Discretionary AUM
$3.3M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $96.3M |
All web addresses on file
Official SEC filing: View on IAPD