|
⚲
|
| Tax Efficient Asset Management Solution Inc
✚
|
|
|---|---|
| CRD # | 146778 |
| SEC # | 801-110232 |
| CIK # | |
| AUM | $98.9 MM (2024-05-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 949-878-9400 |
| Address | 650 Town Center Drive Costa Mesa, CA 92626 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 6.4 |
| (b) Individuals (high net worth individuals) | 56 | 53.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 2.6 |
| (h) Charitable organizations | 29 | 37.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 224 | 98.9 |
| By Discretionary | ||
| Discretionary | 222 | 96.5 |
| Non-Discretionary | 2 | 2.4 |
| Total | 224 | 98.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 98.0 | |
| Total | 224 | 98.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Great Hill Capital LLC
✚
|
NY | 0.1 |
|
VCP Financial LLC
✚
|
NY | 0.1 |
|
Compass Retirement Group LLC
✚
|
MO | 0.1 |
|
RASP Wealth Solutions LLC
✚
|
IN | 0.1 |
|
Jemma Investment Advisors LLC
✚
|
MD | 0.1 |
|
Revolution Partners LLC
✚
|
TN | 0.1 |
|
M & A Consulting Group LLC
✚
|
TX | 0.1 |
|
KRD Wealth Management LLC
✚
|
IL | 0.1 |
|
Account Management LLC
✚
|
MA | 0.1 |
|
Investor's Advantage LLC
✚
|
TX | 0.1 |