TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. of COSTA MESA, CA is an SEC-registered investment adviser (CRD 146778). Regulatory assets under management: $148.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Timothy Lee Voorhees | PRESIDENT | — |
| Evan Tai Pan | DIRECTOR & CHIEF INVESTMENT OFFICER | — |
| Lara Marie Johnston | CHIEF COMPLIANCE OFFICER | — |
| BAKER GUY EUGENE | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISORY REPRESENTATIVE; INVESTMENT ADVISORY REPRESENTATIVE | — |
| VOORHEES TIMOTHY LEE | PRESIDENT; PRESIDENT AND CCO; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| JOHNSTON JODI MARIE | CHIEF COMPLIANCE OFFICER | — |
| PAN EVAN | CHIEF INVESTMENT OFFICER; DIRECTOR & CHIEF INVESTMENT OFFICER | — |
| PAN EVAN TAI | DIRECTOR & CHIEF INVESTMENT OFFICER | — |
| Johnston Lara | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PASADENA | CA | 3 | 949-878-9403 |
| PASADENA | CA | 3 | 949-878-9403 |