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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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