RIA Intel›Advisers›California›GRANT TANI BARASH & ALTMAN, LLC

GRANT TANI BARASH & ALTMAN, LLC

Advisory

N·BEVERLY HILLS, CA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

+8.0%

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$1.8B

Discretionary AUM$1.4B

Non-Discretionary AUM$336M

Discretionary %89.4%

Total Clients229

Team

Total Employees6

Investment Advisers89

Employee Growth (1Y)—

Filing History

Total Filings on Record3

First FilingNov 25, 2022

Latest FilingFeb 4, 2026

🔒 Full AUM trend chart and 3 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GRANT TANI BARASH & ALTMAN, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.