BEVERLY HILLS, CACRD 319128Latest ADV March 31, 2026
Grant Tani Barash & Altman, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.3B in regulatory assets under management, 89 employees, and 1,264 accounts.
Assets Under Management
$2.3B
Employees
89
Offices
--
Total Clients
226
Primary office
BEVERLY HILLS, CA
9100 WILSHIRE BLVD, SUITE 1000 WEST, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.1% of total clients.
Top client categories% of clientsClients
1
HNWI
76.1%
172
2
Individuals
19.9%
45
3
Corporations
4.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 31, 2026
Discretionary89.4%
$2.0B
89% of total RAUM89.4%
Non-discretionary10.6%
$242M
11% of total RAUM10.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts1,264
10Y AUM Change+$696M (+43.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees89
Clients per Employee3:1
10Y Employee Change+13 (+17.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.