Ata Management Strategies Inc.

Ata Management Strategies Inc. (CRD# 118829) is a financial advisory firm headquartered in Whitehall, PA. They manage $35,000,000 in 183 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $191,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Ata Management Strategies Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kent C. Newhart
CRD#: 3174304
1621 North Cedar Crest Blvd, Suite 105, Allentown , PA 18104
93
Wealthminder
score

Kent Newhart (CRD# 3174304) is an Investment Advisor Representative working at Ata Management Strategies Inc. in Allentown , PA and has over 14 years of experience in the finance industry.

2
Kevin T. Steigerwalt
CRD#: 2709545
1044 Third Street, Whitehall, PA 18052
90
Wealthminder
score

Kevin Steigerwalt (CRD# 2709545) is an Investment Advisor Representative working at Ata Management Strategies Inc. in Whitehall, PA and has over 20 years of experience in the finance industry.

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