|
⚲
|
| Tax Efficient Asset Management Solution Inc
✚
|
|
|---|---|
| CRD # | 146778 |
| SEC # | 801-110232 |
| CIK # | |
| AUM | $94.4 MM (2023-03-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 949-878-9400 |
| Address | 650 Town Center Drive Costa Mesa, CA 92626 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 5.5 |
| (b) Individuals (high net worth individuals) | 48 | 46.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.6 |
| (h) Charitable organizations | 32 | 36.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 94.4 |
| By Discretionary | ||
| Discretionary | 180 | 92.3 |
| Non-Discretionary | 4 | 2.1 |
| Total | 184 | 94.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 93.5 | |
| Total | 184 | 94.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Counseling Inc
✚
|
OH | 0.1 |
|
Kropog Financial Group LLC
✚
|
LA | 0.1 |
|
Holdun Family Office LLC
✚
|
FL | 0.1 |
|
Peachcap Tax & Advisory LLC
✚
|
GA | 0.1 |
|
Buckley Investment Group LLC
✚
|
WA | 0.1 |
|
VCP Financial LLC
✚
|
NY | 0.1 |
|
Arch Global Advisors LLC
✚
|
NY | 0.1 |
|
Blueprint Wealth Management LLC
✚
|
FL | 0.1 |
|
Adirondack Research & Management Inc
✚
|
NY | 0.1 |
|
Water Valley Investment Advisors Inc
✚
|
TX | 0.1 |