GRANT TANI BARASH & ALTMAN, LLC

9100 Wilshire Blvd
Suite 1000 West
Beverly Hills, California 90212
Tel: 310-288-6267

About GRANT TANI BARASH & ALTMAN, LLC

GRANT TANI BARASH & ALTMAN, LLC, formally registered with the SEC as GRANT TANI BARASH & ALTMAN, LLC. The firm was established in 01/03/2023. They have over 1 offices throughout the country.

GRANT TANI BARASH & ALTMAN, LLC is a Beverly Hills, California based Financial Planning firm with nearly $1,711,374,494 assets under management, offering retirement planning & investment advisory services to 928 clients. The firm is staffed with 86 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319128
SEC#	801-127101
Assets Managed by Firm	$1,711,374,494
No. of Clients	928
No. of Advisors	86

Fee Structure

Other (BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	928	$1,711,374,494
Individuals (other than high net worth individuals)	39	$5,349,199
High net worth individuals	185	$1,685,447,713
Corporations or other businesses	8	$20,577,582

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