AdvisorRanked
87
Clean

GRANT TANI BARASH & ALTMAN, LLC

9100 WILSHIRE BLVD, BEVERLY HILLS, CA 90212
Fiduciaryfee-onlySEC Registered
310-288-6267 CRD #319128
$2.3B
Assets Managed
7
Clients
89
Employees
3
Years Active
since 2023

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46148. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46148

1 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 1

Complaint ratio: 14.29 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameGRANT TANI BARASH & ALTMAN, LLC
CRD Number#319128
SEC RegisteredYes
Registration Date2023-01-03
States RegisteredCA
Assets Under Management$2.3B
Number of Clients7
Employees89
Compensation Typefee-only
Last ADV Filing46148

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Frequently Asked Questions

Is GRANT TANI BARASH & ALTMAN, LLC a fiduciary?

Yes. GRANT TANI BARASH & ALTMAN, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does GRANT TANI BARASH & ALTMAN, LLC charge clients?

GRANT TANI BARASH & ALTMAN, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does GRANT TANI BARASH & ALTMAN, LLC have any complaints?

Yes. GRANT TANI BARASH & ALTMAN, LLC has 1 complaint(s) on record. Their complaint ratio is 14.29 per 100 clients (industry average: ~0.15).

How does GRANT TANI BARASH & ALTMAN, LLC compare to other advisors in BEVERLY HILLS?

GRANT TANI BARASH & ALTMAN, LLC has a Red Flag Score of 87/100. There are 28 registered advisory firms in BEVERLY HILLS. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46148. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.