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Building 2ATALA FINANCIAL INC

Map pinCALABASAS, CA
Phone310.570.2573
NotebookSEC #801-123628
Total AUM
$370.7M
Employees
3
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23912 ASPEN WAY
CALABASAS
CA 91302
United States
Operating Hours
7 AM TO 3 PM
Monday - Friday
Phone
310.570.2573
Other Offices
1

ReceiptFinancials

Total AUM
$370.7M
Accounts
248
Discretionary
$340.2M
Accounts
228
Non-Discretionary
$30.6M
Accounts
20

ContactClients

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Individual Clients
21
AUM
$4.4M
HNW Individual Clients
46
AUM
$358.2M
Charitable Organization Clients
1
AUM
$8.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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