ATALA FINANCIAL INC
Tel: 310.570.2573 23912 Aspen Way Calabasas, California 91302
About ATALA FINANCIAL INC
ATALA FINANCIAL INC is a Calabasas, California based financial advisory firm with nearly $318,643,483 in assets under management and provides investment advisory services for 255 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
318371
Firm SEC#:
801-123628
Assets Under Management:
$318,643,483
No. of Clients:
255
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges
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