Michael Salam
Atala Financial · Calabasas, California
Michael Salam is a fee-only financial advisor at Atala Financial in Calabasas, California. Atala Financial reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Atala Financial |
|---|---|
| Based in | Calabasas, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $370.7M across 248 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6322512 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | atalafinancial.com |
| Profile |
How Michael's firm compares
- Atala Financial's average account is about $1.5 million, from its Form ADV (assets managed divided by 248 accounts).
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Questions about Michael
Is Michael Salam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Atala Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Atala Financial, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Michael Salam based?
Michael Salam is based in Calabasas, California.
Is Michael Salam registered with the SEC?
Yes. Michael Salam is registered as an investment adviser representative in CA (CRD 6322512), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atala Financial manage?
Atala Financial reports $370.7M across 248 accounts in assets under management.
How do I contact Michael Salam?
Through Michael's website, atalafinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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