ATALA FINANCIAL INC

CALABASAS, California·1 registered advisor·CRD# 318371
SEC# 801-1236281310.570.2573
01

Firm Overview

AUM
$279M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ATALA FINANCIAL INC

1 registered advisor
Shawn Shyama Patt
CALABASAS, California
05

Office Locations

CALABASAS, California
1 advisor

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Data sourced from SEC Form ADV filings. ATALA FINANCIAL INC (CRD# 318371) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.