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| Grant TANI Barash & Altman LLC
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|---|---|
| CRD # | 319128 |
| SEC # | 801-127101 |
| CIK # | |
| AUM | $1.7 BB (2024-03-28) |
| Employees | 86 (8% Investors, 0% Brokers) |
| Phone | 310-288-6267 |
| Address | 9100 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 5.3 |
| (b) Individuals (high net worth individuals) | 185 | 1,685.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 20.6 |
| (n) Other | 0 | 0.0 |
| Total | 928 | 1,711.4 |
| By Discretionary | ||
| Discretionary | 672 | 1,374.0 |
| Non-Discretionary | 256 | 337.4 |
| Total | 928 | 1,711.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.2 | |
| United States Persons | 1,703.2 | |
| Total | 928 | 1,711.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Creativeone Securities LLC
✚
|
KS | 1.7 |
|
Relyea Zuckerberg Hanson LLC
✚
|
CT | 1.7 |
|
United Asset Strategies Inc
✚
|
NY | 1.7 |
|
Catalytic Wealth RIA LLC
✚
|
MA | 1.7 |
|
Warwick Investment Management Inc
✚
|
TX | 1.7 |
|
Alta Capital Management LLC
✚
|
UT | 1.7 |
|
Smith Moore & Co
✚
|
MO | 1.7 |
|
Doyenne Wealth Advisors LLC
✚
|
IL | 1.7 |
|
Institutional and Family Asset Management LLC
✚
|
CO | 1.7 |
|
The Wealth Alliance LLC
✚
|
NY | 1.7 |