Michael Salam (CRD# 6322512) is an Investment Advisor Representative working at Atala Financial Inc. in Calabasas, CA and has over 4 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atala Financial Inc. | Calabasas, CA | Feb 2023 - Current | 1 |
| Pacificfront Capital, LLC | Newport Beach, CA | Jul 2020 - Jan 2023 | 2 |
| Pacificfront Capital, LLC | Newport Beach, CA | Apr 2016 - Jan 2023 | 6 |
| Shmellins | Newport Beach, CA | Jan 2020 - Jul 2022 | 2 |
| Pacificfront Capital, LLC | Newport Beach, CA | Apr 2016 - Jan 2019 | 2 |
| Unemployed | Newport Beach, CA | Jun 2015 - Apr 2016 | < 1 |
| University Of California, Irvine | Irvine, CA | Sep 2011 - Jun 2015 | 3 |
| Roth Capital | Newport Beach, CA | Mar 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- CA
-
Total Assets Under Management279MILLIONS
-
Total Number of Accounts222ACCOUNTS
-
Average Account Value$1,254,563
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, NC
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