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GRANT TANI BARASH & ALTMAN, LLC
CRD 319128 · SEC 801-127101
9100 WILSHIRE BLVD, SUITE 1000 WEST, BEVERLY HILLS, CA, 90212, United States
Phone
310-288-6267
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.28B
Discretionary AUM
$2.04B
Team
89 total employees; 7 advisory reps; 9 broker-dealer reps
Clients
0
Fees
BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $16.9M |
| High net worth individuals | 172 | $2.23B |
| Corporations/business entities | 9 | $30.9M |
States served
CA, NY
Official SEC filing: View on IAPD