ATALA FINANCIAL INC
SEC Form ADV profile.
Total regulatory AUM
$370,745,717
Discretionary
$340,171,623
Non-discretionary
$30,574,094
Firm details
- CRD number
- 318371
- SEC file number
- 801-123628
- Main office
- CALABASAS, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://atalafinancial.com/
- Fee structure
-
Percentage of AUM Hourly Performance-based
As of October 2026.