ATA MANAGEMENT STRATEGIES INC

ATA MANAGEMENT STRATEGIES INC of WHITEHALL, PA is an SEC-registered investment adviser (CRD 118829). Regulatory assets under management: $125.2M.

Registration

• CRD: 118829
• SEC file number: 801-69246
• Type: Registered investment adviser
• Location: 1044 THIRD STREET, WHITEHALL, PA, 18052
• Phone: 610-433-9009
• Latest filing: 2026-03-13
• Regulatory AUM: $125.2M
• Discretionary AUM: $125.2M
• Clients: 2
• Accounts: 405

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118829 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search