Grant Tani Barash & Altman, LLC

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2B

89% of AUM

Avg account

$1.8M

Accounts

1,264

Employees

Advisory reps

Firm details

Headquarters: Beverly Hills, California
CRD number: 319128
Registered since: January 3, 2023
Fee structure: Other
Client types: HNWI97.91%
Corporations / Businesses1.35%
Individuals0.74%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Grant Tani Barash & Altman, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional clients, and reports fee arrangements under the category "Other." Its advisory work centers on portfolio management for individuals and small businesses and on the selection and oversight of outside managers, and the firm identifies itself as a capital allocator. The firm also lists accountant among its business activities, and its industry affiliations include relationships with broker-dealers, other advisers, trust companies, insurance companies and roles as sponsor, general partner, or managing member of pooled investment vehicles. The firm reports it is not an active ESG investor.