Unclaimed Profile

Evan Tai Pan

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.·COSTA MESA, California

Clean record11 years registeredTAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

650 TOWN CENTER DRIVE, COSTA MESA, CA 92626CRD# 6507893Firm CRD# 146778

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Evan Tai Pan · COSTA MESA, CA

Registration

CRD #6507893 · TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. · 11 years registered

Brand Profile

Not yet started

Career History

PAN GLOBAL ADVISERS, LLC

May 2019 – present

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Jul 2018 – present

VISIONQUEST ADVISORS, LLC

Mar 2022 – Nov 2022

Costa Mesa, CA

FULLER INVESTMENT MANAGEMENT COMPANY

Jun 2015 – Jul 2018

PASADENA, CA

Registrations & Exams

Registration record

First registered · June 16, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

CRD 146778 · SEC 801-110232

AUM

$99M

Regulatory assets under management

Employees

224 client accounts

Services offered by TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. →

Introduction

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Frequently Asked Questions

What services does Evan Tai Pan offer?

Evan Tai Pan specializes in Financial Planning, Investment Management. Contact their office in COSTA MESA, California for a consultation.

What are Evan Tai Pan's credentials?

Evan Tai Pan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan Tai Pan located?

Evan Tai Pan is based in COSTA MESA, California, working with TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Evan Tai Pan charge for services?

Evan Tai Pan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.?

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. has approximately 5 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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