ATALA FINANCIAL INC
CRD #318371 SEC #801-123628 CALABASAS, CA 310.570.2573
SEC Registered Private Funds
Total AUM
$318.6M
Discretionary
$289.6M
Employees
3
Clients
26
Accounts
255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $318.6M | $289.6M | $29.1M | 3 | 1 |
| Feb 2025 | $318.6M | $289.6M | $29.1M | 3 | 1 |
| Aug 2024 | $278.5M | $249.8M | $28.7M | 3 | 1 |
| Feb 2024 | $278.5M | $249.8M | $28.7M | 3 | 1 |
| Dec 2023 | $173.1M | $173.1M | $0 | 3 | 1 |
| Feb 2023 | $173.1M | $173.1M | $0 | 3 | 1 |
| Aug 2022 | $161.1M | $161.1M | $0 | 2 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$318.6M
Discretionary$289.6M
Non-Disc.$29.1M
Employees3
Clients1
DateFeb 2025
Total AUM$318.6M
Discretionary$289.6M
Non-Disc.$29.1M
Employees3
Clients1
DateAug 2024
Total AUM$278.5M
Discretionary$249.8M
Non-Disc.$28.7M
Employees3
Clients1
DateFeb 2024
Total AUM$278.5M
Discretionary$249.8M
Non-Disc.$28.7M
Employees3
Clients1
DateDec 2023
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees3
Clients1
DateFeb 2023
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees3
Clients1
DateAug 2022
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0