Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Provenzano

Grant Tani Barash & Altman, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Provenzano

Michael Provenzano is an investment advisor representative with Grant Tani Barash & Altman, LLC based in Beverly Hills, CA. Michael has been in the industry since 2013 and holds a Series 65 license. Michael's areas of expertise include Portfolio Management for Individuals and Selection of Other Advisors.

Firm Information

Michael Provenzano is currently registered with Grant Tani Barash & Altman, LLC. Grant Tani Barash & Altman, LLC is an investment advisor based in Beverly Hills, California. The firm manages a total of $1.71 billion in assets for 928 accounts, including 672 discretionary accounts. Their client base consists of high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm provides portfolio management services for individuals and selection of other advisors.
Grant Tani Barash & Altman, LLC

9100 WILSHIRE BLVD

BEVERLY HILLS, CA 90212

$1.71B

Assets Under Management

10

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

other

Bundled fees for all business management services

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Provenzano’s Registration & Firm History

CA

06/14/2024 - Present

Grant Tani Barash & Altman, LLC (BEVERLY HILLS CA)

Not sure if Michael Provenzano is right for you?

Licenses & Designations

IA

Issued 06/14/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Provenzano.
Not sure if Michael Provenzano is right for you?