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For over 20 years, Grant Tani Barash & Altman, LLC have been providing expert financial guidance to clients across the country. With a team of highly qualified advisors, they offer a wide range of financial services to help clients achieve their goals.
How the Advisor Helps Clients – Key Takeaways:
- Offers personalized financial planning and investment advice
- Utilizes a holistic approach to financial management
- Provides continuous support and monitoring of client investments
Facts and Insights:
In 2020, the firm had $500 million in assets under management and a total of 10 advisors on staff.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered:
- Wealth management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Investment management
- Insurance solutions
Client Types:
- Individuals and families
- Businesses and corporations
- Non-profit organizations
Fees & Compensation:
Grant Tani Barash & Altman, LLC operates on a fee-only basis, meaning they do not receive commissions or other forms of compensation for recommending specific products or services. Their fees are based on a percentage of assets under management and are transparent and easily understandable for clients.
Background:
The firm was founded in 1999 by Grant Tani, Michael Barash, and Leonard Altman, who combined their expertise in financial planning and investment management to create a comprehensive and client-focused approach to wealth management. Today, they continue to uphold their commitment to providing personalized and unbiased financial advice to their clients.
Financial Advisor Disclosures to Know:
- The firm has no disclosed regulatory actions, legal proceedings, or disciplinary events.
- They have a clean record with no customer complaints or controversies.
- The advisors at the firm are licensed and registered with the appropriate regulatory bodies.