Grant Tani Barash & Altman, Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.0B
- Clients
- 226
- Avg AUM / client
- $10.1M
- Accounts
- 1,264
- Employees
- 89
AUM over time
Annual snapshots from Form ADV filings · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $16.9M | 0.74% |
| High net worth individuals | 172 | $2.2B | 97.9% |
| Corporations and other businesses | 9 | $30.9M | 1.35% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Warren Howard Grant | President And Manager | Apr 2004 (22y) | Less than 5% | |
| Corey Scott Barash | Secretary | Oct 2004 (22y) | Less than 5% | |
| Howard William Altman | Manager And Chairman | Oct 2004 (22y) | Less than 5% | |
| Myers, Ricky, Linn | Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Brent Kenneth Donovan | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Zoe Ann Lawrence | Registered representative | Apr 2023 (3y) | ||
| Michael Provenzano | Registered representative | Jun 2024 (2y) | ||
| Estelle Hitomi Atney Thrasher | Registered representative | Jan 2026 (1y) | ||
| Kim Ibrahim | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hightower Holding, Llc | Member | Dec 2021 | A | 50% – 75% |
| Gtba Group, Llc | Member | Feb 2010 | A | 25% – 50% |
| Grant Tani Barash & Altman, Inc. | Member | Feb 2004 | A | 5% – 10% |
| Thl Ht Spv, Lp | Partner | Nov 2020 | B | ≈ 12.5% – 37.5% via Hightower Holding, Llc |
| Altman Family Trust Of 2000 Howard & Lori Altman Trustees | Member Class A | Dec 2010 | B | ≈ 6.25% – 25% via Gtba Group, Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thl Ht Spv, Lp: 25% – 50% of Hightower Holding, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Altman Family Trust Of 2000 Howard & Lori Altman Trustees: 25% – 50% of Gtba Group, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.73 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗