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$148.3M Total AUM
$145.2M Disc. AUM
11.9% 3Y CAGR
5 Employees
90 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-2008
- Office Locations
- 2
Office Locations
251 S. Lake Avenue 8TH Floor Pasadena CA
650 Town Center Drive Suite 890 Costa Mesa CA
About TAX Efficient Asset Management Solution, Inc.
TAX Efficient Asset Management Solution, Inc. is a Costa Mesa-based RIA with 2 offices. The firm has been operating for 17 years. Managing $148.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
64 AVG AGE
$74.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
9.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
E
EVAN TAI PAN
Chief Investment Officer, DIRECTOR, Investment Advisor, Managing Member
- CRD
- #6507893
- Ownership
- 50% but less than 75%
Available
Available
Available
T
TIMOTHY LEE VOORHEES
Chief Compliance Officer, Manager, President
- CRD
- #856280
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,210,949 | $722,443 |
| Non-Discretionary | $3,048,093 | $1,524,047 |
| Total | $148,259,042 | $730,340 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
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Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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