ATLA CAPITAL MANAGEMENT LLC

3 Columbus Circle
15th Floor
New York, New York 10019
Tel: 332-203-2580

About ATLA CAPITAL MANAGEMENT LLC

ATLA CAPITAL MANAGEMENT LLC, formally registered with the SEC as ATLA CAPITAL MANAGEMENT LLC. The firm was established in 07/31/2023. They have over 2 offices throughout the country.

ATLA CAPITAL MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $41,669,620 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312501
SEC#	801-128489
Assets Managed by Firm	$41,669,620
No. of Clients	1
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$41,669,620

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