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).
Total Assets Under Management35MILLION
Total Number of Accounts183ACCOUNTS
Average Account Value$191,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.
Kevin Steigerwalt (CRD# 2709545) 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.