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Home > Retirement Planners > california > calabasas > ATALA FINANCIAL INC
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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|---|---|---|---|
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