ATALA FINANCIAL INC
  • ATALA FINANCIAL INC

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Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 04/06/2022
ADV Location CALABASAS, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 370,745,717 33%
of that, discretionary 340,171,623 36%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 7,710,000 303%
Avg Account Size 1,494,942 19%
% High Net Worth 67.65% -10%
SMA’s No
Private Funds 3 3

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

340M 292M 243M 194M 146M 97M 49M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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