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- Custodian
- Charles Schwab & Company · PNC · UBS
- Clients
- Retail
- Platforms
- Wave matrix
- Established Date
- 06-25-2002
- Office Locations
- 1
Office Locations
About ATA Management Strategies INC
ATA Financial Group provides integrated wealth management alongside tax, accounting, insurance/risk management, and senior/estate planning for individuals plus businesses, nonprofits, unions, and government agencies. Investment management appears ETF-focused with a meaningful allocation to investment-grade corporate bonds, with Schwab among reported custodians. Over 30 years of tax experience and Zoom meeting support enable coordinated planning.
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Owner & Executives
KENT CARL NEWHART
Chief Compliance Officer, President
- CRD
- #3174304
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL PETER BOYKO
President
- CRD
- #2192474
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,234,017 | -- |
| Non-Discretionary | $0 | -- |
| Total | $125,234,017 | -- |
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Separately Managed Accounts
Total SMA Asset: $125,234,017
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $570,630,965 | 13.8% |
| Equity - Exchange | $1,091,641,846 | 26.4% |
| Cash | $1,343,877,273 | 32.5% |
| Corporate - Investment Grade | $1,128,856,910 | 27.3% |
| Total | $4,135,006,994 | 100.0% |