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Zoe Ann Lawrence

Grant Tani Barash & Altman, LLC

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About Zoe Ann Lawrence

Zoe Ann Lawrence is an Investment Advisor Representative at Grant Tani Barash & Altman, LLC. Zoe Ann Lawrence has been registered with the Securities and Exchange Commission since April 25, 2023. Zoe Ann Lawrence holds a Series 65 license and is registered in California. Zoe Ann Lawrence has been in the securities industry since October 2004.

Firm Information

Zoe Lawrence 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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Zoe Lawrence’s Registration & Firm History

CA

04/25/2023 - Present

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

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Licenses & Designations

IA

Issued 04/25/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zoe Ann Lawrence.
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