Zoe Ann Lawrence
Investment adviser representative at Grant Tani Barash & Altman, LLC
22 yearsExperience
1 stateRegistered in
$2.3BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Grant Tani Barash & Altman Management, Inc.Oct 2004 to now
- Grant Tani Barash & Altman, LLCOct 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Grant Tani Barash & Altman, LLC
$2.3BAssets managed
226Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4924063
- Firm CRD
- 319128