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Ata Management Strategies Inc (Allentown)


Ata Management Strategies Inc is a related adviser based in Allentown. It manages $11.69 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2008.

Ata Management Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ata Management Strategies: assets under management

The assets under management (AUM) of Ata Management Strategies Inc is $11.69 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $11.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.87 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ata Management Strategies Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Allentown

The principal office where Ata Management Strategies Inc performs its advisory services is located at 1621 North Cedar Crest Blvd, Allentown, PA 18104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-433-9009 or by fax 610-433-0498. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.


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