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Timothy Lee Voorhees

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.·COSTA MESA, California
Unclaimed Profile
650 TOWN CENTER DRIVE, COSTA MESA, CA 92626CRD# 856280Firm CRD# 146778
01

About

Timothy Lee Voorhees is a registered financial advisor based in COSTA MESA, California, affiliated with TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
AUM
$99M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 856280
Firm CRD# 146778
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Lee Voorhees offer?
Timothy Lee Voorhees specializes in Financial Planning, Investment Management. Contact their office in COSTA MESA, California for a consultation.
What are Timothy Lee Voorhees's credentials?
Timothy Lee Voorhees is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Lee Voorhees located?
Timothy Lee Voorhees 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 Timothy Lee Voorhees charge for services?
Timothy Lee Voorhees'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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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