| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Tai Pan Control | Director & Chief Investment Officer | 50-75% | 2019 |
| Lara Marie Johnston Control | Chief Compliance Officer | Under 5% | 2023 |
| Timothy Lee Voorhees Control | President | 50-75% | 2008 |
Tax Efficient Asset Management Solution, Inc. reports $114.5 million in regulatory assets under management on its Form ADV.
Tax Efficient Asset Management Solution, Inc. reports 5 employees.
Tax Efficient Asset Management Solution, Inc. is based in Costa Mesa, CA and has been SEC-registered since 2017.
Tax Efficient Asset Management Solution, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 650 Town Center Drive, Suite 890, Costa Mesa, CA 92626 |
| Phone | 949-878-9400 |
| Fax | 949-878-9420 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $111.9M |
| Non-discretionary | $2.6M |
| Total (RAUM) | $114.5M |