|
⚲
|
| Tax Efficient Asset Management Solution Inc
✚
| |
|---|---|
| CRD # | 146778 |
| SEC # | 801-110232 |
| CIK # | |
| AUM | $114.5 M (2025-03-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 949-878-9400 |
| Address | 650 Town Center Drive Costa Mesa, CA 92626 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 6.2 |
| (b) Individuals (high net worth individuals) | 50 | 61.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 4.4 |
| (h) Charitable organizations | 28 | 42.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 223 | 114.5 |
| By Discretionary | ||
| Discretionary | 221 | 111.9 |
| Non-Discretionary | 2 | 2.6 |
| Total | 223 | 114.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.5 | |
| Total | 223 | 114.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wiser Advisor Group LLC
✚
|
0.1 | |
|
Omicron Advisors LLC
✚
|
PA | 0.1 |
|
Bassett Hargrove Investment Counsel LLC
✚
|
PA | 0.1 |
|
Laidlaw Wealth Management LLC
✚
|
NY | 0.1 |
|
Cross Border Financial Planning USA LLC
✚
|
PA | 0.1 |
|
Holdun Family Office LLC
✚
|
FL | 0.1 |
|
Sunrise Financial Services LLC
✚
|
WA | 0.1 |
|
Meridian Asset Management LLC
✚
|
0.1 | |
|
Arborfi Advisors LLC
✚
|
MI | 0.1 |
|
Saddock Wealth LLC
✚
|
TX | 0.1 |