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Warren Howard Grant

Grant Tani Barash & Altman, LLC

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About Warren Howard Grant

Warren Howard Grant is an Investment Advisor Representative registered with the state of California. Grant is currently associated with Grant Tani Barash & Altman, LLC, a firm with headquarters in Beverly Hills, California. Grant has been in the industry since October 1992. Grant holds a Series 65 license and has a focus on Investment Company and Individual client types. Grant's firm, Grant Tani Barash & Altman, LLC, provides investment advice and portfolio management services. The firm primarily serves high-net-worth individuals, corporations, and other businesses.

Firm Information

Warren Grant 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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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other

Bundled fees for all business management services

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Warren Grant’s Registration & Firm History

CA

01/19/2023 - Present

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

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Licenses & Designations

IA

Issued 05/11/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Warren Howard Grant.
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