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Director & Chief Investment Officer · Tax Efficient Asset Management Solution, Inc.

Evan T. Pan

CRD 6507893 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Tax Efficient Asset Management Solution, Inc., an SEC-registered wealth manager based in Newport Beach, CA with $148 million in regulatory assets, lists Evan T. Pan on its Form ADV as Director & Chief Investment Officer, a control person. The SEC filings also name Evan at 1 other registered adviser.

Firms and roles

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Evan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Timothy L. VoorheesPresident, Tax Efficient Asset Management Solution, Inc.
  • James TamChief Compliance Officer, Tax Efficient Asset Management Solution, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Evan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.