G
CRD: 319128
Grant Tani Barash & Altman, LLC
Beverly Hills, CA, 90212
3102886267
$2.3B Total AUM
$2.0B Disc. AUM
11.2% 3Y CAGR
89 Employees
235 ADV. Clients
3 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2023
- Office Locations
- 1
Office Locations
9100 Wilshire Blvd Suite 1000 West Beverly Hills CA
About Grant Tani Barash & Altman, LLC
Grant Tani Barash & Altman, LLC is a Beverly Hills-based RIA. The firm has been operating for 3 years. Managing $2.3B in total assets under management, with 7 advisory representatives. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
61 AVG AGE
$325.8M AVG AUM / ADVISOR
$9.7M AVG AUM / CLIENT
2.3 yrs AVG TENURE
89 Employees
7 Advisory Reps
7 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Momentum atlas Capital Foundation matrix
Investment Themes
Atlas
Investment Vehicles
Fusion catalyst
Services
Crest Optima Insight Beacon Beacon
Owner & Executives
H
HOWARD WILLIAM ALTMAN
Chairman, Manager
- CRD
- #4798257
- Ownership
- Less than 5%
(209) 953-5618
horizon.beacon@insightcapital.com
in linkedin.com/in/wave-signal
C
COREY SCOTT BARASH
Owner, Secretary
- CRD
- #4819502
- Ownership
- Less than 5%
(222) 987-6413
oak.bridge@capitalcapital.com
in linkedin.com/in/ridge-prime
A
Alpha horizon
Pioneer radial
- CRD
- #58487
- Ownership
- 10.9%
(777) 806-6489
frontier.pathway@legacycapital.com
in linkedin.com/in/crest-pioneer
Showing 2 of 4 owners & executives
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K
KIM IBRAHIM
--
- CRD
- #4858921
(535) 867-7344
signal.radial@zenithcapital.com
in linkedin.com/in/bridge-zenith
ZOE ANN LAWRENCE
Partner
- CRD
- #4924063
(239) 730-2076
pioneer.matrix@eaglecapital.com
in linkedin.com/in/vital-zenith
S
Signal insight
Legacy value
- CRD
- #67167
(552) 864-2098
vital.vector@catalystcapital.com
in linkedin.com/in/bridge-radial
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,038,466,358 | $2,367,557 |
| Non-Discretionary | $241,997,408 | $600,490 |
| Total | $2,280,463,766 | $1,804,164 |
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Separately Managed Accounts
Total SMA Asset: $2,280,463,766
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $6,277,118,627 | 100.0% |
| Total | $6,277,118,627 | 100.0% |