GRANT TANI BARASH & ALTMAN, LLC

Overview

Grant Tani Barash & Altman, LLC is an SEC-registered limited liability company (registered in 2023) that combines accounting services with investment advisory activity. The firm serves both individual/family and institutional clients and acts as a capital allocator, directing client capital to external managers as part of its advisory work. Its advisory scope emphasizes portfolio management for individuals and small businesses and the selection of third-party advisers. Fee arrangements are listed as "Other," indicating non-standard or customized billing structures. The firm does not identify as an active ESG investor and is not characterized as a multi-state adviser in the provided data. Industry affiliations include relationships with broker-dealers, other investment advisers, trust companies, insurance companies, pension consultants, and entities that act as sponsors, general partners, or managing members of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives