Ata Management Strategies Inc.
Ata Management Strategies Inc. (CRD# 118829) is a financial advisory firm headquartered in Whitehall, PA. They manage $89,447,036 in 515 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Ata Management Strategies Inc.
By the Numbers
-
Total Assets Under Management89MILLION
-
Total Number of Accounts515ACCOUNTS
-
Average Account Value$173,684
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Ata Management Strategies Inc.
1
Michael Boyko (CRD# 2192474) is an Investment Advisor Representative working at Ata Management Strategies Inc. in Whitehall, PA and has over 31 years of experience in the finance industry.
2
Kent Newhart (CRD# 3174304) is an Investment Advisor Representative working at Ata Management Strategies Inc. in Whitehall, PA and has over 21 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.