ATA Financial Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

310 Gardiner Park Ct, Regina, Saskatchew...

Phone Number

(306) 546-1384

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About ATA Financial Group

ATA Financial specializes in providing financial planning, retirement planning, investments and portfolio analysis, family and asset protection, and estate and succession planning services. Their offerings are tailored for business owners, professionals, farmers, and their families, ensuring that clients can protect, grow, and pass on their wealth. The company emphasizes a personalized approach to help clients assess their financial situations and develop comprehensive plans to achieve their goals. ATA Financial aims to support clients in minimizing tax liabilities and maximizing their legacies for future generations.Explore more
ATA Financial Group's Social MediaPopular SearchesATA Financial GroupATA FinancialATA Financial Group - LtdFinancial GroupWorby Wealth Management/FundEX Investments IncSIC Code 62,628NAICS Code 52,523Show more

ATA Financial Group Org Chart

PhoneEmail
TU
Canada flag for contact location.

Financial Security & Investment Representativ...

PhoneEmail
JJ
Canada flag for contact location.

Administrative Assistant

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Compare insights from companies similar to ATA Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ATA Financial Group

<$5M
1-10
Private
-
2020
TU
Terry UhrynFinancial Security & Investment Representative
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ATA Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ATA Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ATA Financial Group.

ATA Financial Group Tech Stack

A closer look at the technologies used by ATA Financial Group

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Frequently Asked Questions Regarding ATA Financial Group

What is ATA Financial Group's official website?
ATA Financial Group's official website is www.atafinancial.ca
What is ATA Financial Group's Revenue?
ATA Financial Group's revenue is <$5 Million
What is ATA Financial Group's SIC code?
ATA Financial Group's SIC: 62,628
What is ATA Financial Group's NAICS code?
ATA Financial Group's NAICS: 52,523
How many employees does ATA Financial Group have?
ATA Financial Group has 1-10 employees
What industry does ATA Financial Group belong to?
ATA Financial Group is in the industry of: Finance, Securities Trading
What is ATA Financial Group competition?
ATA Financial Group top competitors include: Truespect Wealth Management, Carney Lyster & Associates Private Wealth, Jack Lumsden, Investment Planning Counsel
What technology does ATA Financial Group use?
Some of the popular technologies that ATA Financial Group uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact ATA Financial Group?
ATA Financial Group contact info: Phone number: (306) 546-1384 Website: www.atafinancial.ca
What does ATA Financial Group do?

ATA Financial specializes in providing financial planning, retirement planning, investments and portfolio analysis, family and asset protection, and estate and succession planning services. Their offerings are tailored for business owners, professionals, farmers, and their families, ensuring that clients can protect, grow, and pass on their wealth.... The company emphasizes a personalized approach to help clients assess their financial situations and develop comprehensive plans to achieve their goals. ATA Financial aims to support clients in minimizing tax liabilities and maximizing their legacies for future generations.Read More

What are ATA Financial Group social media links?
ATA Financial Group Linkedin page ATA Financial Group Facebook page
Is ATA Financial Group a public company?
ATA Financial Group is private company therefore does not currently have an official ticker symbol
See more information about ATA Financial Group

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