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Building 2GRANT TANI BARASH & ALTMAN, LLC

Map pinBEVERLY HILLS, CA
Phone310-288-6267
NotebookSEC #801-127101
Total AUM
$2.3B
Employees
89
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9100 WILSHIRE BLVD
SUITE 1000 WEST
BEVERLY HILLS
CA 90212
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
310-288-6267

ReceiptFinancials

Total AUM
$2.3B
Accounts
1,264
Discretionary
$2B
Accounts
861
Non-Discretionary
$242M
Accounts
403

ContactClients

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Individual Clients
45
AUM
$16.9M
HNW Individual Clients
172
AUM
$2.2B
Corporation or Business Clients
9
AUM
$30.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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