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GRANT TANI BARASH & ALTMAN, LLC

BEVERLY HILLS, CA · CRD 319128 · IAPD ↗ · 310-288-6267

$2.28BRegulatory AUM
7Advisory reps
89Employees
9Clients
0Planning clients
0Private funds
2States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — GRANT TANI BARASH & ALTMAN, LLC's Item 11 disclosure-reporting entries rose by 1 (7 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
65
April 2026 — GRANT TANI BARASH & ALTMAN, LLC reported RAUM up 28% ($1.78B -> $2.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — GRANT TANI BARASH & ALTMAN, LLC's Item 11 disclosure-reporting entries rose by 3 (4 -> 7).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — GRANT TANI BARASH & ALTMAN, LLC's Item 11 disclosure-reporting entries rose by 3 (1 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.