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Atala Financial Inc

● SEC registered since 2022CRD 318371SEC# 801-123628Calabasas, CA
Export (members)
Reg. AUM
$318.6M
Employees
3
Accounts
255
Location
Calabasas, CA

Atala Financial Inc assets under management

Atala Financial Inc is a registered investment adviser overseen by the SEC based in Calabasas, CA. The firm has been registered since 2022. It reports $318.6 million in regulatory assets under management and employs 3 people.
atalafinancial.comView on SEC.gov ↗

Atala Financial Inc owners & executives

1 reported
NameTitleOwnershipSince
Shawn Shyama Patt ControlCeo, CcoOver 75%2022

Frequently asked questions

How much does Atala Financial Inc manage?

Atala Financial Inc reports $318.6 million in regulatory assets under management on its Form ADV.

How many employees does Atala Financial Inc have?

Atala Financial Inc reports 3 employees.

Where is Atala Financial Inc located?

Atala Financial Inc is based in Calabasas, CA and has been SEC-registered since 2022.

Does Atala Financial Inc disclose fund performance?

Atala Financial Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23912 Aspen Way, Calabasas, CA 91302
Phone310.570.2573
Office hours7 a.m. To 3 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$289.6M
Non-discretionary$29.1M
Total (RAUM)$318.6M