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Tax Efficient Asset Management Solution, Inc.
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Costa Mesa, California
$146.4 million AUM
1 office

Tax Efficient Asset Management Solution, Inc. is based in Costa Mesa, California and has $146.4 million in assets under management.

Location
695 Town Center Drive
Suite 700
Costa Mesa, CA 92626
$146.4 million
AUM
4
Employees
AUM Share
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$146,439,802
Assets under management
199 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 17 $5,964,144 4% $350,832
High net worth individuals 48 $53,765,151 37% $1,120,107
Pension and profit sharing plans 4 $714,140 0% $178,535
Charitable organizations 16 $78,313,123 53% $4,894,570
Other investment advisers 18 $7,683,244 5% $426,847
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$146,439,802
Assets under management
$36,609,950
AUM per employee
$36,609,950
AUM per investment analyst
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Compensation

Tax Efficient Asset Management Solution, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Tax Efficient Asset Management Solution, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Business activities
  • Law firm
Firm data Share
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CRD number 146,778
SEC number 801-110232
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date March 31, 2020

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