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Building 2ATA MANAGEMENT STRATEGIES INC

Map pinALLENTOWN, PA
Phone610-433-9009
NotebookSEC #801-69246
Total AUM
$11.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1621 NORTH CEDAR CREST BLVD
SUITE 105
ALLENTOWN
PA 18104
USA
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
610-433-9009

ReceiptFinancials

Total AUM
$11.7M
Accounts
90
Discretionary
$11.7M
Accounts
90
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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