Timothy Lee Voorhees
PresidentTax Efficient Asset Management Solution, Inc.CRD 856280
About Timothy Lee Voorhees
Timothy Lee Voorhees is listed as President at Tax Efficient Asset Management Solution, Inc. in Costa Mesa, CA. Form ADV reports a beneficial ownership band of 50-75%. Timothy Lee Voorhees is associated with 4 registered advisers.
Reported ownership
Owns 50-75% of Tax Efficient Asset Management Solution, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Timothy Lee Voorhees work?
Timothy Lee Voorhees is listed as President at Tax Efficient Asset Management Solution, Inc. on SEC Form ADV.
How much of Tax Efficient Asset Management Solution, Inc. does Timothy Lee Voorhees own?
Form ADV reports a beneficial ownership band of 50-75%.
Tax Efficient Asset Management Solution, Inc.
| Title | President |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2008 |
Pan Global Advisers, LLC
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Family Office Investment Advisory LLC
| Title | Manager And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Pan Global Advisers, LLC
| Title | President |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2008 |