Zoe Lawrence is a registered investment advisor at Grant Tani Barash & Altman, LLC, based in Beverly Hills, CA, with 14 years of industry experience. Zoe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Tax Planning. Their firm serves 229 clients with $1.8B in assets under management.
Compensation
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Fee Structure
GTBA does not charge a separate fee for investment advisory services. These services are included in the bundled fee for business management services. GTBA provides discretionary investment management services limited to short-term investments in cash and cash-equivalent investment products.
Location
9100 Wilshire Blvd, Suite 1000 West, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Grant Tani Barash & Altman, LLC
Previous Registrations
Grant Tani Barash & Altman, LLC
State Registrations1 state
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