Unclaimed Profile

Shawn Shyama Patt

ATALA FINANCIAL INC·CALABASAS, California

Clean recordATALA FINANCIAL INC

23912 ASPEN WAY, CALABASAS, CA 91302CRD# 4484268Firm CRD# 318371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shawn Shyama Patt · CALABASAS, CA

Registration

CRD #4484268 · ATALA FINANCIAL INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shawn Shyama Patt is a registered financial advisor based in CALABASAS, California, affiliated with ATALA FINANCIAL INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ATALA FINANCIAL INC

AUM

$279M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ATALA FINANCIAL INC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4484268

Firm CRD# 318371

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shawn Shyama Patt offer?

Shawn Shyama Patt specializes in Financial Planning, Investment Management. Contact their office in CALABASAS, California for a consultation.

What are Shawn Shyama Patt's credentials?

Shawn Shyama Patt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shawn Shyama Patt located?

Shawn Shyama Patt is based in CALABASAS, California, working with ATALA FINANCIAL INC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.

How does Shawn Shyama Patt charge for services?

Shawn Shyama Patt's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATALA FINANCIAL INC?

ATALA FINANCIAL INC has approximately 3 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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