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Timothy Lee Voorhees

PresidentTax Efficient Asset Management Solution, Inc.CRD 856280

About Timothy Lee Voorhees

Timothy Lee Voorhees is listed as President at Tax Efficient Asset Management Solution, Inc. in Costa Mesa, CA. Form ADV reports a beneficial ownership band of 50-75%. Timothy Lee Voorhees is associated with 4 registered advisers.

Reported ownership

Owns 50-75% of Tax Efficient Asset Management Solution, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Timothy Lee Voorhees work?

Timothy Lee Voorhees is listed as President at Tax Efficient Asset Management Solution, Inc. on SEC Form ADV.

How much of Tax Efficient Asset Management Solution, Inc. does Timothy Lee Voorhees own?

Form ADV reports a beneficial ownership band of 50-75%.

Tax Efficient Asset Management Solution, Inc.

TitlePresident
Ownership50-75%
Control personYes
Since2008
View Tax Efficient Asset Management Solution, Inc. →

Pan Global Advisers, LLC

TitlePresident
OwnershipUnder 5%
Control personYes
Since2018
View Pan Global Advisers, LLC →

Family Office Investment Advisory LLC

TitleManager And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2026
View Family Office Investment Advisory LLC →

Pan Global Advisers, LLC

TitlePresident
Ownership50-75%
Control personYes
Since2008
View Pan Global Advisers, LLC →