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ATALA FINANCIAL INC
CRD 318371File 801-123628
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$370.7M
Below cohort median (national)
Discretionary AUM
$340.2M
Non-discretionary $30.6M
Clients
68
248 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 6, 2022
- Principal office
- 23912 ASPEN WAY, CALABASAS, CA, 91302
- Phone
- 310.570.2573
- Website
- https://atalafinancial.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $370.7M
- Discretionary AUM
- $340.2M
- Non-discretionary AUM
- $30.6M
- Discretionary accounts
- 228
- Non-discretionary accounts
- 20
- Total accounts
- 248
- AUM per client
- $5.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $8.1M |
| High net worth individuals | 46 | $358.2M |
| Individuals (other than high net worth individuals) | 21 | $4.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.