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Building 2TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Map pinCOSTA MESA, CA
Phone949-878-9400
NotebookSEC #801-110232
Total AUM
$148.3M
Employees
5
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 TOWN CENTER DRIVE
SUITE 890
COSTA MESA
CA 92626
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
949-878-9400
Other Offices
1

ReceiptFinancials

Total AUM
$148.3M
Accounts
203
Discretionary
$145.2M
Accounts
201
Non-Discretionary
$3M
Accounts
2

ContactClients

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Individual Clients
12
AUM
$4.1M
HNW Individual Clients
45
AUM
$92.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M
Charitable Organization Clients
30
AUM
$47.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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