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Atala Financial

EST. AUM
$370,745,717

CONTACTS
2

CLIENT ACCOUNTS
248

Firm Details

Metro area Los Angeles
CRD Number 318371
Website atalafinancial.com
Client types

Overview

Atala Financial is a wealth management firm with over 20 years of experience in the financial industry. They offer a range of services including asset management, multi-generational financial planning, option trading and hedging strategies, portfolio tax planning, foundation management, and estate planning trusts. They emphasize education and continuous improvement, providing private tutoring and customized educational tools for investment and financial planning. Additionally, they are involved in teaching finance at UCLA and managing the Student Investment Fund at UCLA Anderson.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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