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GRANT TANI BARASH & ALTMAN, LLC
CRD 319128File 801-127101
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.28B
Top 25% of cohort (national)
Discretionary AUM
$2.04B
Non-discretionary $242.0M
Clients
226
1,264 accounts
Employees
89
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 3, 2023
- Principal office
- 9100 WILSHIRE BLVD, SUITE 1000 WEST, BEVERLY HILLS, CA, 90212
- Phone
- 310-288-6267
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.28B
- Discretionary AUM
- $2.04B
- Non-discretionary AUM
- $242.0M
- Discretionary accounts
- 861
- Non-discretionary accounts
- 403
- Total accounts
- 1,264
- AUM per client
- $10.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $30.9M |
| High net worth individuals | 172 | $2.23B |
| Individuals (other than high net worth individuals) | 45 | $16.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.