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Grant Tani Barash & Altman, LLC

● SEC registered since 2023CRD 319128SEC# 801-127101Beverly Hills, CA
Export (members)
Reg. AUM
$1.78B
Employees
89
Accounts
953
Location
Beverly Hills, CA

Grant Tani Barash & Altman, LLC assets under management

Grant Tani Barash & Altman, LLC is an SEC-registered investment adviser based in Beverly Hills, CA. The firm has been registered since 2023. It reports $1.8 billion in regulatory assets under management and employs 89 people.

Grant Tani Barash & Altman, LLC owners & executives

10 reported
NameTitleOwnershipSince
Brent Kenneth Donovan ControlChief Compliance OfficerUnder 5%2024
Charis Ivana Jones ControlCompliance OfficerUnder 5%2024
Corey Scott Barash ControlSecretaryUnder 5%2004
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Frequently asked questions

How much does Grant Tani Barash & Altman, LLC manage?

Grant Tani Barash & Altman, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Grant Tani Barash & Altman, LLC have?

Grant Tani Barash & Altman, LLC reports 89 employees.

Where is Grant Tani Barash & Altman, LLC located?

Grant Tani Barash & Altman, LLC is based in Beverly Hills, CA and has been SEC-registered since 2023.

Does Grant Tani Barash & Altman, LLC disclose fund performance?

Grant Tani Barash & Altman, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9100 Wilshire Blvd, Suite 1000 West, Beverly Hills, CA 90212
Phone310-288-6267
Office hours9:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.44B
Non-discretionary$336.1M
Total (RAUM)$1.78B