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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Grant TANI Barash & Altman LLC
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|---|---|
| CRD # | 319128 |
| SEC # | 801-127101 |
| CIK # | |
| AUM | $1.8 B (2025-03-31) |
| Employees | 89 (7% Investors, 0% Brokers) |
| Phone | 310-288-6267 |
| Address | 9100 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 8.6 |
| (b) Individuals (high net worth individuals) | 175 | 1,744.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 26.4 |
| (n) Other | 0 | 0.0 |
| Total | 953 | 1,779.6 |
| By Discretionary | ||
| Discretionary | 682 | 1,443.5 |
| Non-Discretionary | 271 | 336.1 |
| Total | 953 | 1,779.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,779.0 | |
| Total | 953 | 1,779.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FountainCap Research & Investment Hong Kong Co Limited
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|
1.8 | |
|
Financial Management Network Inc
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|
CA | 1.8 |
|
Octavia Wealth Advisors LLC
✚
|
OH | 1.8 |
|
Alta Capital Management LLC
✚
|
UT | 1.8 |
|
Invst LLC
✚
|
IN | 1.8 |
|
Next Capital Management LLC
✚
|
NY | 1.8 |
|
Jderek Lewis & Associates Inc
✚
|
CA | 1.8 |
|
Carson Group Investing LLC
✚
|
NE | 1.8 |
|
Mitchell Sinkler & Starr Inc
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|
PA | 1.8 |
|
Lee Danner & Bass Inc
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|
TN | 1.8 |