Grant Tani Barash & Altman, LLC

Public-record details

Address

9100 Wilshire Blvd, Suite 1000 West, Beverly Hills, CA 90212

Phone

(310) 288-6267

CRD number

319128

Registration

SEC registered since 2023-01-03

Compensation (Form ADV 5.E)

Other (Bundled Fees for All Business Management Services)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$2.3 billion

Accounts managed

1,264

Clients reported (Form ADV 5.D)

226

Individual / high-net-worth clients

45 / 172

Employees

89

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

Yes — see IAPD for details

Latest Form ADV filing

2026-05-06

SEC registered investment adviser, CRD 319128, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 319128 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.