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 $318,643,483 assets under management, offering retirement planning & investment advisory services to 255 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	$318,643,483
No. of Clients	255
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	255	$318,643,483
Individuals (other than high net worth individuals)	19	$4,180,491
High net worth individuals	44	$307,558,452
Charitable organizations	1	$6,904,540

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