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ATALA FINANCIAL INC
23912 Aspen Way
Calabasas, California 91302
Tel: 310.570.2573
About ATALA FINANCIAL INC
ATALA FINANCIAL INC, formally registered with the SEC as ATALA FINANCIAL INC. The firm was established in 04/06/2022. They have over 2 offices throughout the country.
ATALA FINANCIAL INC is a Calabasas, California based Financial Planning firm with nearly $173,055,642 assets under management, offering retirement planning & investment advisory services to 155 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318371 |
| SEC# | 801-123628 |
| Assets Managed by Firm | $173,055,642 |
| No. of Clients | 155 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 155 | $173,055,642 |
| Individuals (other than high net worth individuals) | 7 | $2,072,115 |
| High net worth individuals | 41 | $164,841,590 |
| Charitable organizations | 1 | $6,141,937 |
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