Grant Tani Barash & Altman, LLC
Beverly Hills, CA·SEC-registered · CRD #319128
Grant Tani Barash & Altman, LLC is an SEC-registered investment advisory firm in Beverly Hills, CA managing $2.3B across 1.7k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
1.7k
Advisory staff
7
Fee model
Fee-only
How Grant Tani Barash & Altman, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Grant Tani Barash & Altman, LLC
How much does Grant Tani Barash & Altman, LLC manage?
Per its most recent SEC Form ADV filing (05/06/2026), Grant Tani Barash & Altman, LLC reports $2.3B in regulatory assets under management across roughly 1.7k client accounts.
How does Grant Tani Barash & Altman, LLC charge?
Grant Tani Barash & Altman, LLC is a fee-only firm. Its disclosed compensation arrangements are: not specified. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Grant Tani Barash & Altman, LLC a fiduciary?
Yes. Grant Tani Barash & Altman, LLC is registered with the U.S. Securities and Exchange Commission (CRD #319128), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Grant Tani Barash & Altman, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Grant Tani Barash & Altman, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Grant Tani Barash & Altman, LLC's public SEC Form ADV filing (CRD #319128, filed 05/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Grant Tani Barash & Altman, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Grant Tani Barash & Altman, LLC? Claim this profile.