Chief Compliance Officer · Grant Tani Barash & Altman, LLC
Brent K. Donovan
CRD 3244063 · Named on Form ADV at one SEC-registered adviser
At a glance
Grant Tani Barash & Altman, LLC, an SEC-registered wealth manager based in Beverly Hills, CA with $2.3 billion in regulatory assets, lists Brent K. Donovan on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Grant Tani Barash & Altman, LLCChief Compliance OfficerWealth manager · Beverly Hills, CA · $2.3B in regulatory assets
AtlasMembers
Brent’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Howard W. AltmanManager and Chairman, Grant Tani Barash & Altman, LLC
- Warren H. GrantPresident and Manager, Grant Tani Barash & Altman, LLC
- Corey S. BarashSecretary, Grant Tani Barash & Altman, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.