Grant Tani Barash & Altman, LLC
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Overview
Grant Tani Barash & Altman, LLC is an advisory company located in Beverly Hills, California. It administers $1.6 billion in total assets across 236 accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). The firm has an average-sized group, including 7 financial advisors. Grant Tani Barash & Altman, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets such as equities, bonds and options.
Grant Tani Barash & Altman, LLC administers 139 of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions without requiring client permission. The company also oversees 97 non-discretionary accounts with a total of $326.3 million in assets under management. The investment advisory firm's typical account size is $6.7 million. An average financial advisor at Grant Tani Barash & Altman, LLC oversees around 34 client accounts, placing it towards the middle in terms of personalization.
Grant Tani Barash & Altman, LLC's main office is located at 9100 Wilshire Blvd, Beverly Hills, California 90212. Grant Tani Barash & Altman, LLC is legally allowed to provide services to clients across a number of states, including California, Florida and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Grant Tani Barash & Altman, LLC by the Numbers
$1.6 billion
76
236
$6.7 million
Products and Services
Financial services provided by Grant Tani Barash & Altman, LLC include portfolio management for individuals and small businesses and selection of other advisers. However, it did not provide financial planning services to any of its customers in the last financial year. The firm is engaged in selling products or offering services different than investment advice to its customers. The firm also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, trust company and insurance company or agency.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely are based on the type of services offered. However, fees billed by Grant Tani Barash & Altman, LLC typically consist of non-traditional fee structures. Grant Tani Barash & Altman, LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Grant Tani Barash & Altman, LLC caters to retail investors, high net worth investors and corporations. Out of its 236 accounts, Grant Tani Barash & Altman, LLC's biggest client type by number of accounts is high net worth investors, but it also serves 186 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). About 11% of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 78.81%
- Other Individuals - 17.37%
- Corporations - 3.81%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Grant Tani Barash & Altman, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Grant Tani Barash & Altman, LLC
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
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