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ATALA FINANCIAL INC
CRD 318371 · SEC 801-123628
23912 ASPEN WAY, CALABASAS, CA, 91302, United States
Phone
310.570.2573
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$370.7M
Discretionary AUM
$340.2M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $4.4M |
| High net worth individuals | 46 | $358.2M |
| Charitable organizations | 1 | $8.1M |
States served
AZ, CA, NC, FL
All web addresses on file
Official SEC filing: View on IAPD