ATA MANAGEMENT STRATEGIES INC

CRD 118829 · SEC 801-69246

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1044 THIRD STREET, WHITEHALL, PA, 18052, United States

Phone

610-433-9009

Fax

610-433-0498

Registration

— (—)

Source

State registered

Total AUM

$125.2M

Discretionary AUM

$125.2M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-13

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals

Client types

Type	Clients	AUM
Individuals	368	$55.0M
High net worth individuals	37	$70.2M

All web addresses on file

HTTPS://ATAFINANCIAL.COM

Official SEC filing: View on IAPD