RIA Intel›Advisers›Indiana›ATIS, INC

ATIS, INC

Advisory

HIGHLAND, IN

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in IN
#213
of 270 advisers by AUM
Average account
$420K
across 229 accounts
AUM per adviser
$32M
3 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM
$96M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$96M
Discretionary AUM$3M
Non-Discretionary AUM$93M
Discretionary %3.4%
Total Clients229
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, IN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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